CPA firm practice management news and resources

TOPICS

July 15, 2019

5 ways firms can solidify their business foundation

These action items can help CPAs challenge the assumptions underlying their firms’ business models.

July 8, 2019

Do you have what it takes to start your own firm?

Four firm owners offer the advice about what you should do to run a successful practice.

July 1, 2019

Infographic: Mapping a path forward after Wayfair

CPAs should educate themselves and their clients on the current nexus standard for sales taxes.

July 1, 2019

Succeeding at sponsorship

Following these best practices can help firms create programs that prepare the next generation of leaders and retain the best people.

July 1, 2019

Why patience is important with AI

In Part 2 of our annual accounting technology roundtable, our experts explore aspects of artificial intelligence, including what CPAs can realistically expect from initial AI implementations.

June 17, 2019

Prepare clients for a sudden elder health care crisis

This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.

June 17, 2019

5 advisory traits to succeed at consulting

Consulting services can gain traction faster when your firm instills advisory skills in all your client-facing professionals.

June 13, 2019

Develop a coaching culture in your organization

Listening and asking the right questions are two keys to coaching employees, said ENGAGE speaker Melisa Galasso, CPA, CGMA, founder of Galasso Learning Solutions in Charlotte, N.C.

June 12, 2019

Tax law changes join staffing as a top issue for CPA firms

Finding qualified staff was once again most CPA firms’ top concern, according to the 2019 PCPS CPA Firm Top Issues Survey.

June 11, 2019

When choosing technology, put clients first

Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

June 10, 2019

How to motivate and retain your talent

Invest in employees’ growth and development, and they’ll stay loyal to you, said ENGAGE speaker Philip Palaveev, founder of business management consulting firm The Ensemble Practice.

June 10, 2019

Finding time for new skills while working

CPAs share advice on how to juggle classes on top of already busy work and personal schedules.

June 3, 2019

Interviews that will get you the staff you want

Troy Ashby, CPA, offers helpful, concrete suggestions for improving the candidate experience and ensuring applicants form a positive emotional connection with your organization.

June 1, 2019

How to keep your talented CPAs

Companies are improving retention, MAP survey shows.

June 1, 2019

What’s ‘critical’ for CPAs to learn in an AI-powered world

The experts in our eighth annual accounting
technology roundtable focus on the development of machine-learning algorithms, along with the new skills and ways of thinking necessary to keep pace with AI.

June 1, 2019

Effective communication to help avoid litigation

Don’t let a “failure to communicate” escalate into a loss of clients or costly litigation.

June 1, 2019

Accounting firm data breaches: One state’s records

An examination of Maryland’s records of accounting firm data breaches reveals what is known about these illicit activities and how to protect your firm.

May 20, 2019

How firms can promote more women to leadership roles

Firm leaders share their thoughts on ways to ensure women have access to opportunities.

May 17, 2019

Sales tax proposals threaten to ensnare CPA firms

Accountants aren’t necessarily being singled out, but rather legislative and city leaders are trying to find ways to spread tax liabilities around a broader base or meet their budget needs.

May 13, 2019

Talking ’bout bots, AI, and the value of time

Rather than seeing technology as “taking over” the work they do, CPAs should take the opportunity to brainstorm with clients and staff about how to add value to businesses.

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.