CPA firm practice management news and resources

TOPICS

May 1, 2017

The power of one firm: Risks of individualized practices

Rapid growth may bring unexpected changes that may challenge a CPA firm’s identity.

May 1, 2017

SoulCycle: An intentional focus on culture

Weekly staff meetings and town hall-style meetings allow employees in the corporate office in New York City to ask honest questions and get a response.

May 1, 2017

ESOPs help some CPA firms with retention, succession

Some profitable firms have found that employee stock ownership plans have helped them preserve their culture and provide stability.

May 1, 2017

GMLCPA: Cross-training

CEO and founder Gabrielle Luoma, CPA, CGMA, cross-trains her staff so they understand both their own and their co-workers’ roles.

May 1, 2017

BNA: A completely flat hierarchy

At first glance, you might take Rock Hill, S.C.-based CPA firm BNA for a tech startup.

May 1, 2017

Innovation showcase: CPA employers on the cutting edge

Completely virtual workplaces. Flat hierarchies. Employees who set their own hours. Vacation stipends. Silicon Valley? Not quite. Meet seven employers that have radically rethought the ways they relate to their CPAs and are reinventing the accounting workplace.

May 1, 2017

ClearPath Accountants: Transparent financials

Transparency and ownership are the bywords at Denver-area firm ClearPath Accountants.

May 1, 2017

High Rock Accounting: Vacation stipends

Would you like $1,000 to go on vacation this year? It’s yours at High Rock Accounting, but there’s a catch.

May 1, 2017

IntrapriseTechKnowlogies: Employees set their hours

Forty hours may be a standard work-week—but there’s no such thing as a “standard” CPA.

May 1, 2017

Q&A: Don’t believe these Millennial myths

Generational expert Jason Dorsey recommends ways employers can recruit (and keep) members of the often-misunderstood Millennial generation.

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.

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.