CPA firm practice management news and resources

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May 1, 2017

Frank, Rimerman and Co.: A coaching culture

At California firm Frank, Rimerman and Co., coaching permeates the entire culture.

April 17, 2017

How firms can overcome challenges and develop a diverse workforce

Recruiting a diverse workforce can be a challenge for CPA firms outside the Big Four, but it can be overcome with a commitment to building relationships.

April 10, 2017

6 leadership mistakes to avoid

When it comes to change, you need to lead, follow, or get out of the way.

April 5, 2017

How CPA firms can protect themselves from lawsuits

Guest Sarah Beckett Ference, CPA, of CNA joins the podcast to talk about ways that CPAs can help prevent, or defend themselves from, lawsuits.

April 3, 2017

How to avoid inheritance mistakes

During times of grief, family members often become overwhelmed and make quick decisions about inheritance details they don’t understand.

April 3, 2017

It’s all relative: How CPAs navigate family businesses

CPAs should help a family business operate in a professional fashion.

April 1, 2017

ARAG funds and facilitates accounting firm research projects

The AICPA Assurance Research Advisory Group (ARAG) awarded two research teams funding and/or access to accounting firm personnel for research on assurance topics of interest to the CPA profession.

April 1, 2017

The importance of killing projects

Project management should include an exit plan.

April 1, 2017

Deflecting clients’ defense and indemnity requests

Requests for such clauses are unnecessary and unfair, and, in some cases, are unenforceable.

April 1, 2017

How to enable audit innovation

Deloitte’s efforts are aided by a mechanism for generating ideas, strategic alliances with technology developers, and easy-to-use tools.

March 20, 2017

9 tips for being more responsive to clients

Sometimes CPAs do not realize that clients are dissatisfied with their level of responsiveness.

March 6, 2017

How CPA firms are evolving to meet Millennials’ desires

Today’s younger CPAs want to work at a firm that rejects rigid rules and allows them to define their own workday.

March 1, 2017

The armor of awareness

Defense from cyberattacks on a CPA firm’s fortress requires more than the IT cavalry.

March 1, 2017

What large firms expect from new accounting grads

Recruiters from large firms look for candidates who have strong communication and collaboration skills, can learn new software quickly, and plan to achieve CPA licensure.

February 21, 2017

How to deal with dysfunctional people at work

These strategies can help you and others in your firm take a stand.

February 21, 2017

What you need to know before you sell your firm

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

February 1, 2017

Take a hike: Ending client relationships

Treat a client termination as if it were a hike through uncharted lands.

February 1, 2017

Providing a future: A succession story

For the good of clients and employees, Virginia-based Wall, Einhorn & Chernitzer PC has made long-term success a priority. A gradual, five-year buy-in process is designed to make it affordable for new shareholders to move into their positions in the firm’s leadership.

February 1, 2017

Flexibility as a retention tool

CPA firms are using employee-friendly working arrangements to aid retention in a challenging labor market, according to the 2016 Management of an Accounting Practice (MAP) survey

February 1, 2017