CPA firm practice management news and resources

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March 1, 2026

Luxury liabilities: Serving high-net-worth clients

Managing the lifestyles of the rich and famous has its appeal. You can make money while also getting a glimpse into a world most people never get to see. But not everything is glitter and gold. Though these engagements offer intriguing and lucrative opportunities, they also present heightened risks. Imagine

February 26, 2026

COSO creates audit-ready guidance for governing generative AI

The Committee of Sponsoring Organizations of the Treadway Commission’s publication relies on its proven internal control framework to help companies manage AI-related risks.

February 18, 2026

Corporate spending accelerating toward AI in 2026

CFOs and finance leaders in a Gartner survey signal increased spending on technology in the coming year, along with lower average pay raises for a third consecutive year.

February 1, 2026

Tell a story with your documentation

In the event of a professional liability claim, your documentation tells your story. Make sure it is the story you want to tell.

January 8, 2026

Getting unstuck by rethinking processes, people, and AI

What happens when a CPA firm leans into AI and finds a way to ditch busy season? The leader of a small firm shares results and the lessons learned. Listen to the podcast episode or read the Q&A.

January 1, 2026

How a CPA beat burnout after strokes, years of depression

After suffering two strokes in four days, the author battled mental health issues before he learned to recognize, address, and prevent chronic stress.

January 1, 2026

Don’t let a bankrupt client bankrupt you

When clients go bankrupt, CPAs face major liability risks. Learn how to spot red flags and help protect your firm from costly claims and lawsuits.

January 1, 2026

Simple but effective AI use cases for CAS

Discover a six-step process to implement artificial intelligence and explore examples with specific tools.

December 17, 2025

Are CPA firms ready for the next wave of data security threats?

An author of the JofA’s Professional Liability Spotlight column explains the importance of engagement letters for CPA firms and previews the January column’s focus on client bankruptcy. Listen to the episode or read the Q&A with Sarah Ference, CPA.

December 2, 2025

4 reasons why CAS offers a compelling career path

Why educators should help students explore the growing opportunities in client advisory services.

December 1, 2025

Common audit claims and defenses

In the professional liability world, audit claims are relatively infrequent but exceptionally expensive.

November 5, 2025

A firm grasp on growth: 6 strategies common among high-growth firms

A global survey identifies actions taken by high-growth tax and accounting firms of all sizes that aren’t being taken by stagnant firms.

November 1, 2025

A new frontier: CPAs as AI system evaluators

Artificial intelligence has a trust problem. CPAs have the credibility and skill sets to address the issue.

November 1, 2025

Blocking and tackling: Engagement letters for tax compliance services

Failure to have a proper engagement letter can lead to tax claims being asserted against firms. Learn how to help lower your risks.

November 1, 2025

Building a firm where CPAs want to work

Firms that distinguish themselves as employers of choice offer employees a healthy workplace culture, which helps recruit and retain talent.

November 1, 2025

QM is here: Advice from early adopters

Firms will need to learn from mistakes, fine-tune systems, and adapt to new ways of thinking about quality.

October 27, 2025

CPA firm funding — no one right answer

From tech investments to partner buyouts and private equity, CPA firms are evaluating capital needs in a changing environment. Explore the latest trends in CPA firm funding.

October 24, 2025

Navigating outside investors: Safeguarding ethics and independence in evolving practice structures

The AICPA’s Professional Ethics Executive Committee (PEEC) is updating guidance for firms navigating private-equity investments and alternative practice structures. Find out more in this JofA article.

October 1, 2025

Are you prepared for the cost of a data security incident?

Accounting records are a tantalizing target for hackers. Learn about the risks, response strategies, and best practices to help safeguard your business.

October 1, 2025