Talking through adversity
Hope is one of the most valuable services a CPA can provide during challenging times.
Firm practice management
A 10-step plan for starting a coaching program
Follow this road map for launching a coaching program that can help your organization improve retention while developing future leaders and building staff members’ skills.
Remove roadblocks to CAS practice growth
Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.
Hiring for soft skills is more important than ever
The ability to relate to clients and internal teams is a valuable function of firms that provide consulting services.
What women need to rise in the accounting profession
Women are more likely to succeed if they have role models, are able to find sponsors, and receive opportunities for training and high-profile assignments. Panelists at ENGAGE 2020 also discussed how barriers to advancement are intensified for women of color.
Advice for firms thinking about reopening
Firms planning to reopen their offices in the near future share what steps they’re taking first, and offer advice for other organizations that have made the difficult decision to return to in-person work.
Remote work after the pandemic
The COVID-19 pandemic forced many businesses to rapidly ramp up their reliance on remote work, and many employees will continue to work from home even after offices reopen. Jim Boomer, CPA/CITP, and Jessica Battaglia share advice for crafting a long-term remote work strategy.
Strategies for CPAs to encourage positive changes in diversity
A surge in passion on issues of racial justice, diversity and inclusion has led to opportunities for CPAs to lead meaningful change. Members of the AICPA National Commission on Diversity and Inclusion share best practices for CPAs who are eager to support change.
Biggest mistake firms make with NextGen
Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
The art of the client email
Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.
Addressing third-party discrimination or harassment
Firms must guard against liability for actions of their clients or vendors against their employees.
Achieving partner unity
Firm leaders need to be on the same page to bring optimum results to clients.
Alan Jowers, CPA
Building relationships is a key to helping clients achieve their mission, according to Alan Jowers, CPA, a partner with Carr, Riggs & Ingram, LLC.
Technology lessons from the pandemic — and beyond
The upheaval of the coronavirus crisis caused the accounting profession to turn to technology like never before. Our technology roundtable discusses what was learned — and what the future holds.
PPP: Client forgiveness services Q&As for CPAs
Here are tips that help CPAs understand which service they should provide as well as other important issues related to the PPP.
How to engage NextGen clients
The best way to engage NextGen clients is to get to know them and learn their needs and how they like to do business, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
How COVID-19 taught new ways to work
Changes once considered radical have become the norm in the accounting profession. Firm leaders share their lessons learned.
Working from home: What does the future hold?
Tom Hood, CPA/CITP, CGMA, shares what the pandemic-fueled acceleration of work-from-home practices means for business in the future.
How to handle the 2020 PTO backlog
With few employees taking extended time off this summer due to the coronavirus pandemic, firms will inevitably face scheduling challenges as the year ends.
What makes NextGen clients different
NextGen clients are more likely than traditional clients to be searching for a virtual service or remote service model for accounting, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
