CPA firm practice management news and resources

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January 8, 2018

Could this simple proposal help boost retirement savings?

Auto portability could help prevent retirement account leakage when workers change jobs.

January 8, 2018

Is your business ready to adapt to demographic and technology changes?

This column discusses tips on how business leaders can adapt to these changes.

January 1, 2018

Richard Preciado, CPA

Developing deep insight in a specialized area can provide a firm with an important advantage in a competitive marketplace, according to Richard Preciado, CPA, managing partner of Hutchinson and Bloodgood LLP in El Centro, Calif.

January 1, 2018

No ‘I’ in team

Teamwork is important in helping protect CPA firms from professional liability risks.

January 1, 2018

Promoting neurodiversity

As companies and firms add neurodiversity to their workforces, they are discovering a pool of talented resources in the autism community.

December 11, 2017

How to get the most out of HSAs

CPAs who are personal financial planners can explain the benefits of HSAs to their clients.

December 6, 2017

How firms can continue to improve audit quality

PCAOB member Jeanette Franzel is calling for audit firms to dedicate additional resources to ensure high-quality audits.

December 4, 2017

Why are we still auditing on-site?

This article explores reasons for remote auditing.

December 1, 2017

Want to jettison the annual performance review?

Take a look at how some organizations are making this transformation and the challenges they face.

December 1, 2017

Which engagement letter reigns supreme?

Here’s why the annual engagement letter is the undisputed champion.

November 17, 2017

Blockchain: An opportunity for accountants? Or a threat?

Will blockchain technology have a similar harmful effect on CPAs, or will it merely become a useful tool for accountants?

November 13, 2017

How CPAs can work more closely with female clients

Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.

November 13, 2017

The cities and states with the most robots

Automation is concentrated only in some areas of the nation, and only in some sectors.

November 9, 2017

CPA firms find that advancement programs boost recruiting, retention

CPA firms are finding that programs promoting mentoring, sponsorship, and gender and minority initiatives help them recruit and retain good people

November 6, 2017

Stop scaring away your future leaders

This article explores the things firms do that future leaders dislike and alternative tips.

November 1, 2017

New scams target accounting job seekers

Corporate impersonators are stealing money and information.

November 1, 2017

How to prepare for the annual review of your employee retirement plan

Know the areas to scrutinize in an annual employee retirement plan review to reduce the risk of errors, misunderstandings, or breaches of fiduciary duty.

November 1, 2017