CPA firm practice management news and resources

TOPICS

March 1, 2018

Think twice before suing for unpaid fees

Such actions could prompt a client to file a counterclaim for negligence or a regulatory complaint against the CPA firm.

March 1, 2018

Clients are living longer: How will your practice adapt?

With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.

February 28, 2018

How AI, blockchain, and automation will reinvent accounting

Three of the profession’s top technology experts discuss the radical changes emerging technologies will bring to accounting — and accountants — over the next 1–5 years.

February 20, 2018

3 ways to mitigate risk during busy season

This article suggests ideas that can help reduce errors and ensure client expectations are met.

February 20, 2018

3 truths and 12 responses to drive change

This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.

February 1, 2018

Bring more value to your clients with charitable planning

CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.

February 1, 2018

Why your CQ is just as important as your IQ (and EQ)

Developing cultural intelligence (CQ) can help individuals be more successful in an increasingly global and inclusive business environment.

January 29, 2018

CPA vanity license plates that will make you smile

We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.

January 23, 2018

More women with CFO titles, but still far behind men

Finance leaders share ways companies can identify a more diverse pool of leadership candidates.

January 22, 2018

How to streamline the accountant hiring process

Technology tools can help perform much of the prerequisite screening before conducting interviews.

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.

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.