CPA firm practice management news and resources

TOPICS

January 1, 2019

12 common technology mistakes you should avoid

A typical technology review can uncover dozens of technological shortcomings at your organization. This article describes 12 common shortcomings and offers advice for avoiding them.

January 1, 2019

Challenges continue for African-American accountants

Recently launched affinity programs have improved mentoring opportunities, but African-Americans feel left out of informal social networks and challenged in navigating corporate politics, a new survey shows.

December 19, 2018

CPA firms share their holiday traditions

From Christmas to Mardi Gras to Pi Day, CPA firms celebrate the holidays. See how your fellow CPAs have fun, eat well, and give back all year long.

December 3, 2018

Why CPAs can’t wait on automation tools

Why shouldn’t CPA firms wait on others to develop AI and data analytics tools? Find out in this podcast episode.

December 3, 2018

How to respond to a PR crisis

This article offers ways to help keep your response to bad news from turning into a public relations problem.

December 3, 2018

Books to read before busy season starts

Several CPAs recommend books to help others in the profession prepare for the busy season.

December 1, 2018

Lester McKeever Jr., CPA, J.D.

Accounting firm leaders can position their firms for continued growth by paying close attention to succession planning for their talented people, according to Mitchell Titus partner Lester McKeever Jr., CPA, J.D.

December 1, 2018

After the merger: Creating a culture of success

Incorporating the right components into a post-merger integration plan and establishing a strong, homogeneous culture can increase the chances of success.

December 1, 2018

Powerful internship programs for smaller firms

Even the smallest firms can benefit from having interns. Try these strategies for recruiting on campus and providing interns with a compelling experience.

December 1, 2018

Learn about your customers with SurveyMonkey

Expanding Your App-titude is now Tech Tools, a name that better reflects the goal of reviewing technology that can help CPAs.

December 1, 2018

Implementing new software

These tips will help you select and implement software effectively.

December 1, 2018

Docket or lose it: Avoiding the risk of missed deadlines

An effective docket system helps reduce the likelihood of a filing error and can make a CPA firm more efficient.

November 19, 2018

What it was like to work for a legendary CPA

Lester McKeever talks about what it was like to work for Mary T. Washington, a legendary accountant who became the first female African-American CPA in 1943, and also offers advice on succession planning at smaller firms.

November 19, 2018

4 steps to prepare for the future of accounting

This article offers tips to make sure you’re ready when the technology is.

November 19, 2018

CPA firm leaders, what will your legacy be?

To compete, firm leaders must accept and invest in change and embrace their NextGen leaders’ ideas much earlier than they might have expected.

November 12, 2018

What CPAs need to know about firm mobility

This episode will bring you up to date on the latest developments in CPA firm mobility.

November 5, 2018

6 tips for creating an effective team culture

This article offers ways to help managers build an effective team and develop exercises to keep it running smoothly.

November 5, 2018

Recognizing staff at the end of the year

Don’t underestimate how much showing your appreciation means to staff.

November 1, 2018

Overcoming obstacles to engagement letter use

Don’t expose your practice to a severe liability claim by relying on one of several fallacious arguments for avoiding the use of engagement letters.

November 1, 2018

Steve Palomino, CPA/CITP, CGMA

Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.