CPA firm practice management news and resources

TOPICS

May 2, 2016

Want your merger to work? Implement these 10 ideas

Here’s how to avoid some common mistakes that cause mergers to fail.

May 1, 2016

Walking the talk on quality control

These tips can help CPAs better incentivize quality control in their firms.

April 25, 2016

How to prevent workers from wasting time on tech troubles

Many minutes, hours, and sometimes days can be wasted on IT-related issues, costing both time and money.

April 18, 2016

Manager Survival Series: Managing conflict

The ability to recognize conflict, understand what’s causing it, and then work through it swiftly will serve you well as a manager.

April 18, 2016

Acquisition rules for CPA firms to live by

This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.

April 11, 2016

Take the test: What are your unconscious biases?

Unconscious bias can affect everything from hiring to promotions to project assignments—and potentially could derail efforts at promoting diversity.

April 4, 2016

Want to make more money? Focus on revenue-producing behaviors

In the pursuit of revenue growth, many firms make the mistake of overemphasizing the billing measures of chargeability and utilization.

March 21, 2016

Should you accept a counteroffer from your employer?

This article offers advice on how to navigate the delicate process of (potentially) leaving your job.

March 14, 2016

Should you wait for a promotion—or move on?

What can you do to avoid staying longer than you should? Ask how you are doing!

March 7, 2016

How CPA firms can counteract unconscious bias

Though we like to think we’re impartial in our decision-making, it’s often the case that our unconscious beliefs affect our choices.

March 7, 2016

Consulting services can grow your firm—if managed properly

Firm leaders increasingly see the potential of consulting services to provide additional value to clients.

March 1, 2016

How social and digital media can be a #majorrisk

Electronic communication can be fraught with peril for the unwary CPA.

February 29, 2016

5 books to help you manage Millennials

we’ve identified several books that can help members of more-experienced generations connect with their Millennial employees and co-workers.

February 16, 2016

What firms must do to better develop their people

Firms across the country are looking for ways to improve their tired, cumbersome, perfunctory, and ineffective performance management systems.

February 8, 2016

Tried-and-true ways to reduce the stress of busy season

Bosses can do many things to reduce pressure on valued staff members.

February 1, 2016

How to increase CPAs’ happiness on the job

Three factors that have the most impact on CPAs’ well-being: having hope, a calling, and autonomy.

February 1, 2016

Coaching programs get new partners off to a great start

The transition to partner can be challenging. That’s why many firms give new partners coaching: to boost their confidence and refine their leadership skills at a crucial juncture in their career.

February 1, 2016

Managing liability risk after a merger or acquisition

Avoid potential liability exposure by choosing the right clients, carefully overseeing old and new staff, and making sure your firm is united in its purpose.

February 1, 2016

New client services top list of CPA firm priorities

The recent CPA.com Innovation in Public Accounting Survey says practices that have adopted or investigated cloud-based technologies are more likely to perceive a need for faster innovation.

January 21, 2016

Finding a mentor

Mentors can not only show you the ropes but also help guide you to your next role.

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.