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5 steps to a successful sale

Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.

Mary Elliott, CPA

Developing a specialty can help a CPA provide maximum value to clients, according to Mary Elliott, CPA, the CEO of Warren Averett in Birmingham, Ala.

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.

‘Hosting Services’ tips

A new ethics interpretation gives CPAs guidance on preserving their independence with attest clients.

Responding to the growing gig economy

More people are patching together their incomes with less-traditional contracting and freelance work. Learn more about this trend and how CPAs can play a role.

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.