CPA firm practice management news and resources

TOPICS

September 18, 2017

Why you should discuss the nonfinancial aspects of retirement with your clients

Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.

September 11, 2017

How to future-proof your firm’s marketing

Discover the 5 keys to helping your firm stand apart from the competition.

September 1, 2017

How accounting employers can recruit and keep good people

Here’s what employers need to do to hire and retain good employees, and what candidates need to do to land a position in a competitive talent market.

September 1, 2017

The importance of audit planning

Often overlooked, the real benefit of audit planning is gained from the process itself.

August 30, 2017

New scams target accounting job seekers

Scammers are trying to obtain the job seekers’ personal and banking information, and in some cases, a cash payment.

August 1, 2017

What the ‘retail apocalypse’ means for CPAs and their clients

CPAs will need to understand what’s ahead for the retail industry and be prepared to help clients answer some tough questions.

August 1, 2017

5 key issues that merit CPAs’ attention

Presenters at the inaugural AICPA ENGAGE conference discussed some of the most important issues in the accounting profession, in areas including technology and client management.

August 1, 2017

Avoiding website claims that increase malpractice risk

Website language may compromise the defense of a professional liability claim.

August 1, 2017

Staffing concerns again top list of CPA firm issues

Talent and technology remain high-impact issues.

August 1, 2017

Get ready for Gen Z

A new generation is entering the workforce, but don’t mistake them for Millennials.

July 27, 2017

Could unlimited vacation work at your firm?

In this episode, we talk to Teryn Grater, a partner at ATKG, a CPA firm in San Antonio, about how and why they implemented an unlimited paid-time-off policy.

July 17, 2017

How to encourage candor in your office

This column offers tips for creating an atmosphere where everyone feels free to speak up and criticism is delivered in respectful ways.

July 17, 2017

7 ways financial planners can better help Millennials

Millennials have different planning preferences and different goals from earlier generations.

July 10, 2017

Make technology, not talent, your first priority

This column explores five reasons that technology has become an even higher strategic priority than talent.

June 26, 2017

What CPAs need to do to survive the automation revolution

While jobs do disappear with the advent of new technology, new jobs sprout up with them.

June 19, 2017

Why some CPAs bring their dogs to the office

Dogs can add stress relief, joy, and companionship at work.

June 14, 2017

CPA firms: Create a niche practice serving the emerging gig economy

As entrepreneurial workers increasingly embrace the autonomy and flexibility of performing as independent contractors, they need CPA firms to help them with taxes, accounting services and other business needs.

June 14, 2017

Technology trends for accounting firm leaders

Rapid advances in technology are causing headaches and creating opportunities for accounting firms.

June 14, 2017

Create a workplace where employees want to stay

In a competitive environment, managers can do these five things to motivate and retain their best workers.

June 14, 2017

Good clients, bad clients: How to manage them all

Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.

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.