CPA firm practice management news and resources

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April 8, 2019

Hired someone new? Here’s how to make sure they stay

Within the first 90 days, it’s crucial that you successfully convey to new employees the strong investment you are making in them.

April 1, 2019

What CPAs learned during difficult busy seasons

CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.

March 25, 2019

The most important skill for CPAs — and machines

To succeed in the age of artificial intelligence (AI), CPAs must be taught new ways to learn and must learn why machine learning means they should be patient with AI. Find out more in Part 2 of our annual Accounting Technology Roundtable podcast.

March 25, 2019

Rise of tech requires CPAs to trust in human abilities

Technology can never replicate human advice and connection.

March 18, 2019

What CPAs need to know to succeed in new tech age

The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.

March 18, 2019

Putting skills-based promotion in motion

Skills-based promotion has become a way to stay competitive when finding, hiring, and retaining talent.

March 18, 2019

How to know if retirement is right for you

Experts offer tips on recognizing when it’s time to retire and how to do so with peace of mind.

March 4, 2019

How to be a great boss during busy season

This article discusses ways managers can provide support and encouragement to get their teams to the finish line.

March 1, 2019

Dealing with subpoena requests for digital data

CPA firms should evaluate their record storage procedures and consider updating policies for electronically stored information.

February 25, 2019

Small firm spotlight: How we successfully switched to the cloud

A CPA discusses how his small firm moved to cloud-based technology.

February 19, 2019

How to get clients to follow your advice

Having clients fail to take your advice can be frustrating. But by changing the way you offer that advice, you can increase the chances that clients will comply.

February 11, 2019

Public accounting firms benefit by giving back

Many public accounting firms choose to aid their communities and, in turn, inspire their staffs

February 4, 2019

Small firm spotlight: How I recruit and hire new accountants

A small-firm CPA discusses how his firm approaches hiring and suggests finding the overall best fit and not just focusing on specific skills or experience.

February 4, 2019

Ways to ward off cyberthieves outside the office

Working outside the office can leave you open to invasions from hackers if your device or the Wi-Fi network you’re on is not secure.

January 28, 2019

Make your firm’s flex options stand out

This article looks at three insights from a survey on CPA firm flex practices.

January 22, 2019

Listen! Here’s how to improve client experience

This article discusses three steps to strengthen client relationships.

January 14, 2019

CPAs reveal their favorite mentors

Eleven CPAs describe what made their mentors so significant and unforgettable.

January 9, 2019

How to improve communication at small CPA firms

If poor communication is leading to inefficiency — or worse — at your firm, this podcast episode with AICPA board member Melody Feniks will provide strategies that can help.

January 1, 2019