CPA firm practice management news and resources

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February 1, 2020

Depression and the CPA

A CPA who lives with mental illness explains how getting help can make a difference — and how the support of colleagues can help, too.

February 1, 2020

Flexible work strategies for public accounting

Worker-friendly policies — when executed correctly — can assist CPA firms in retaining valuable people.

January 27, 2020

Interesting CPA stories of how tech has transformed accounting

Technology-savvy accounting professionals describe their old and new ways of doing things, and the pros and cons of those changes.

January 24, 2020

Why audit firm leaders need to practice what they preach

Audit quality is improved when firm leaders personally model the exemplary behaviors that they say they value, according to a new study backed by the AICPA Assurance Research Advisory Group.

January 21, 2020

Evolve your firm with these 12 questions

To survive change, CPAs need to be willing to alter business models and revamp legacy processes and services.

January 17, 2020

Women’s initiatives: How the pilot programs worked

Three women CPAs explain how a pilot program that aimed for diversity and inclusion helped transform their midsize accounting firms.

January 13, 2020

Keeping a virtual team on track

CPAs offer advice on the processes and technology that help them effectively manage remote teams.

January 6, 2020

Getting ready for the big sit-down with clients

Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.

January 1, 2020

How to guard client finances against dementia

Cognitive impairment adds a difficult layer of complexity to a client’s financial plans. Here are steps CPAs can take to protect clients with dementia against fraud.

January 1, 2020

2020s vision: Tech transformation on tap

Data analytics, blockchain, artificial intelligence, and other technologies will drive big changes in the accounting profession over the next 10 years. Are you ready for what’s next?

January 1, 2020

10 steps for getting practice growth right

When firms experience growth, it can be a challenge figuring out how to respond to the demands that come along with it.

January 1, 2020

Navigating storms, and risk, with subcontractors

Seeking professional help when the firm needs it is not as easy as it sounds.

December 9, 2019

Working remotely: Take care to make it work

These six tips can help optimize your work-from-home experience.

December 2, 2019

Use digital marketing to propel your new firm

Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.

December 1, 2019

Apples + Oranges = Risks in nontraditional acquisitions

Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.

December 1, 2019

Keep clients coming to you with PFP services

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

December 1, 2019

What it takes for accounting firms to recruit Gen Z

A survey of accounting students reveals what they do and don’t look for in an employer and which recruiting practices they find most and least appealing.

December 1, 2019

How a landmark AICPA resolution helped diversify the profession

Fifty years after the AICPA’s anti-discrimination
resolution, we look at the progress of diversity initiatives in the accounting profession.

December 1, 2019

What to expect in 2020

CPAs are likely to proceed with caution next year amid unpredictable external forces. But technological innovation seems certain to continue its forward march.

December 1, 2019

Robotic process automation for tax

See what “bots” can do for tax practices and departments.

FROM THIS MONTH'S ISSUE

Build reusable Skills in Anthropic’s Claude AI

Instead of rewriting prompts each time, CPAs can turn routine tasks into reusable AI Skills. This Technology Q&A walks through how to build Claude Skills that process files, ask setup questions, and export clean Excel outputs.