Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
Firm practice management
This column explores six strategies employees can use to drive an honest dialogue about their satisfaction and increase their chances of remaining with their firm.
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses best practices for transferring ownership from one generation to another.
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses reasons why bright, talented employees stay at their firms.
A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.
Financial planning, recruiting talent, audit innovation, and process automation were among the many issues addressed at the AICPA ENGAGE 2018 conference. Learn what the experts had to say.
The misalignment of expectations between clients and CPA firms regarding client accounting services can lead to professional liability risk.
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses strategies for paving the way to a smooth retirement.
Experts in community housing and those who participating community living share their thoughts.
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses recruitment mistakes and ways to retain talent through motivation.
This article offers tips on getting out of a workplace slump.
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.
This article explores the behavior and firm changes Next Gen leaders want.
Producing content that promotes your expertise can help build a strong reputation for your firm and grow your client base.
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, gives examples of low-to-mid cost employment perks that show appreciation for your team’s hard work.
For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.
All parties in a CPA firm purchase or sale need to follow rules to protect clients’ confidential information and records.
Roman Kepczyk, CPA/CITP, CGMA, says investing in a person to “champion” a new technology or application can help the whole firm achieve a successful implementation.
A mismatch between the public’s perception of CPAs’ duties and their actual responsibilities can create professional liability risks.
Audrey Katcher, CPA/CITP, CGMA, a partner with RubinBrown LLP, discusses ways technology is changing clients and what CPA firms need to do to keep up.