CPA firm practice management news and resources

TOPICS

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

Client accounting services driving revenue growth

The gains are especially big among large CPA firms.

January 30, 2017

Getting to Diversity 4.0

There’s much more to diversity and inclusion than mere representation.

January 30, 2017

Timing your exit

This article offers factors to consider when deciding when to bow out of their firm.

January 23, 2017

How to tame travel costs

This article suggests ways to keep the tab down while traveling on the company dime.

January 17, 2017

8 tips for finding, hiring, and retaining the best busy season staff

Expert sources share their tips on hiring for busy season.

January 17, 2017

Strategies for promoting diversity and inclusion

Here are a few general guidelines to follow when trying to make your business more diverse and inclusive.

January 9, 2017

3 ‘must-haves’ for retaining top talent

This article discusses the things that great people must have to be engaged and to build a career at your firm.

January 1, 2017

How to sponsor diversity in the leadership ranks

A regional accounting firm uses a traditional tool to mix up its traditionally white, male leadership ranks.

January 1, 2017

Professional liability risk resolutions for 2017

Here are the professional liability areas you should concentrate on in the new year.

January 1, 2017

Why audit teams need the confidence to speak up

In an effective audit process, team members need to feel safe to raise questions and concerns without fear of losing credibility.

December 6, 2016

Client accounting services emerges as strong revenue driver for CPA firms

For firms that offer virtual CFO and other client accounting services, the category is becoming a significant contributor to the top line, according to the results of a survey from the AICPA Private Companies Practice Section and CPA.com.

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.