The misalignment of expectations between clients and CPA firms regarding client accounting services can lead to professional liability risk.
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Firm practice management
Insights on key trends in an evolving profession
Financial planning, recruiting talent, audit innovation, and process automation were among the many issues addressed at the AICPA ENGAGE 2018 conference. Learn what the experts had to say.
CPAs’ top 5 questions about blockchain, cryptocurrencies
This article discusses ways CPAs can leverage this new technology to improve client service.
What CPAs need to know about a growing housing option
Experts in community housing and those who participating community living share their thoughts.
How to be more engaged at work
This article offers tips on getting out of a workplace slump.
Are permanent offices passé?
This article discusses the ins and outs of coworking and hoteling.
9 requests from your future leaders
This article explores the behavior and firm changes Next Gen leaders want.
How to use content marketing to attract clients
Producing content that promotes your expertise can help build a strong reputation for your firm and grow your client base.
Roman Kepczyk, CPA/CITP, CGMA
Roman Kepczyk, CPA/CITP, CGMA, says investing in a person to “champion” a new technology or application can help the whole firm achieve a successful implementation.
Ask the expert: Practice management
For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.
Protecting against claims of failure to detect theft
A mismatch between the public’s perception of CPAs’ duties and their actual responsibilities can create professional liability risks.
Ethics for CPA firm mergers and acquisitions
All parties in a CPA firm purchase or sale need to follow rules to protect clients’ confidential information and records.
Tony Hawk: Accountants help make dreams become reality
Skateboarding legend Tony Hawk credited his accountants with making his ventures successful and shared lessons he learned from being an entrepreneur.
Wage garnishment — what employers should know
The employer is responsible for calculating the garnishment amount, withholding it through its payroll process, and forwarding payments to the correct agency or creditor.
When a colleague announces they’re transgender
This column offers advice on dealing with questions that may arise.
6 steps to accounting automation success
For firms embracing the automation age, artificial intelligence requires smart thinking and human wisdom, Boomer Consulting’s Arianna Campbell and Marc Staut explained at the AICPA ENGAGE 2018 conference.
Make attest engagements more profitable
Better planning and more efficient processes and procedures can help accountants, auditors and firms gain more profit from their attest engagements, consultant Alan W. Anderson, CPA, said at the AICPA ENGAGE 2018 conference.
Focus on clients, and revenue will follow
Figuring out what clients want can be a challenge for any CPA firm. But if you’re diligent in seeking feedback and take the time to listen, you’ll discover more opportunities to provide revenue-producing services.
How to recruit the best job candidates
Understanding candidates’ motivations and carefully crafting job descriptions can give employers an advantage in recruiting, says Sarah Dobek, the founder and president of Inovautus Consulting.
How tax reform is impacting tax practitioners
Tax practitioners usually get to enjoy some down time during the summer. But this year summer may be a little more hectic than usual thanks to the changes brought about by tax reform.