CPA firm practice management news and resources

TOPICS

September 17, 2018

The required step before AI and blockchain

Here are a few things to look for when selecting cloud accounting software that will provide you and your clients the most value.

September 17, 2018

10 tips for starting your CPA podcast

If you’re considering your own accounting or finance podcast, here are some tips to get you started.

September 17, 2018

Accounting leaders make 9 requests of NextGen

This article discusses the requests established leaders have for future leaders.

September 1, 2018

Mitigating risk related to tax reform

While tax planning opportunities associated with the law may be a windfall to a CPA firm’s bottom line, vulnerability to professional liability claims exists.

September 1, 2018

Women’s initiatives: A step-by-step plan

The AICPA Women’s Initiatives Executive Committee’s three-year pilot program helped firms discover the most effective methods for empowering women in the workplace.

September 1, 2018

Alpa Patel, CPA

By paying close attention to the people side of the business, accountants can deliver the full impact of their technical skills to clients, says Alpa Patel, CPA.

August 29, 2018

12 US cities where accountants draw higher pay

Two new salary guides show higher pay benchmarks for accountants in several locations in California and the Northeast.

August 20, 2018

Blockchain, machine learning, and a future accounting

Professionals who aren’t at the forefront of learning and testing ways to adopt these technologies risk getting left behind.

August 13, 2018

Unhappy in your work? Tell someone!

This column explores six strategies employees can use to drive an honest dialogue about their satisfaction and increase their chances of remaining with their firm.

August 13, 2018

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

August 1, 2018

Building a state-of-the-art M&A target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.

August 1, 2018

Minding the expectation gap in a CAS engagement

The misalignment of expectations between clients and CPA firms regarding client accounting services can lead to professional liability risk.

August 1, 2018

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.

July 23, 2018

CPAs’ top 5 questions about blockchain, cryptocurrencies

This article discusses ways CPAs can leverage this new technology to improve client service.

July 23, 2018

What CPAs need to know about a growing housing option

Experts in community housing and those who participating community living share their thoughts.

July 16, 2018

How to be more engaged at work

This article offers tips on getting out of a workplace slump.

July 16, 2018

Are permanent offices passé?

This article discusses the ins and outs of coworking and hoteling.

July 9, 2018

9 requests from your future leaders

This article explores the behavior and firm changes Next Gen leaders want.

July 9, 2018

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.

July 1, 2018

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.

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.