CPA firm practice management news and resources

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January 1, 2023

Client breakups can create malpractice risk

When clients divorce, CPAs should take steps to avoid getting caught up in their dispute.

December 14, 2022

Future of Finance takeaways: Talent, transformation, trust

CPA leaders, including AICPA & CIMA CEO Barry Melancon, reflect on lessons they will take away from the Future of Finance Summit and offer their hopes for 2023.

December 8, 2022

The CPA’s guide to technology (and tech gifts)

Inspector Gadget, aka David Cieslak, is the guest on this podcast episode, which focuses on cybersecurity and CPA-centric holiday gifts.

December 7, 2022

CAS practices report growth, optimism for the future

Client advisory services (CAS) practices reported a median growth rate of 16% over the previous year and projected 15% growth in the current year, according to a survey conducted by CPA.com and AICPA & CIMA.

December 1, 2022

50 years of ALPFA: How Latino CPAs found strength in numbers

The Association of Latino Professionals for America is a vehicle for social change and a networking forum for Latino students, professionals, and businesses.

December 1, 2022

Do I really need a new engagement letter for that?

A dually signed engagement letter is always the best way to document agreed-upon services, especially if a disagreement arises.

November 29, 2022

How to make busy season fun (yes, fun)

Heed the advice of one CPA who found a better way to deal with the stress of busy season. Listen to the podcast or read the transcript.

November 29, 2022

How to develop and implement a powerful employer brand

These four steps can help CPA firms distinguish themselves and boost recruitment and retention.

November 28, 2022

4 steps to building a successful CAS practice in a traditional CPA firm

Integrating client advisory services can be challenging for a traditional CPA firm. Here are four steps to do it successfully.

November 1, 2022

Ask the Expert: The rise of contactless tax services

John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.

November 1, 2022

Deliver business insights with CAS 2.0

Client advisory services is the fastest-growing service area in the profession, and some firms have begun to differentiate themselves by providing not only financial services but also strategic business insights.

November 1, 2022

Working with third-party experts

When a CPA firm engages a third party to help a client with an issue that requires special expertise, the firm may still be held liable for deficiencies in the third-party expert’s work. Professional standards outline steps a firm can take to mitigate this risk.

October 27, 2022

Q&A: The 2 most prevalent cyberthreats for CPA firms

The co-author of the JofA’s Professional Liability Spotlight column discusses common strategies used by cybercriminals and how they can be mitigated.

October 20, 2022

7 tips for communicating with staff during M&As

Experts say retaining talent is a major concern during consolidations.

October 20, 2022

IRS annual inflation adjustments, negotiating a job offer, and a quiz

This quick-hitting episode covers recent news of interest, including IRS and Social Security Administration annual announcements, why the AICPA is requesting guidance from the IRS and Treasury, and advice for negotiating after you’ve received a job offer.

October 7, 2022