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.
Firm practice management
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.
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.
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.
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.
7 tips for communicating with staff during M&As
Experts say retaining talent is a major concern during consolidations.
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.
Helping clients reduce cash-handling risks — test your knowledge
CPAs can increase their value to clients by providing sound cash-handling advice. Test your knowledge with this quiz.
A pioneering CPA reflects on a 50-year journey
To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.
Guiding principles for today’s boards of directors
Boards of directors are facing unprecedented questions, but a report from the National Association of Corporate Directors offers a framework for finding answers.
Fraud risk applies to all CPA firm services
Regardless of the services they provide, CPAs can face professional liability claims asserting that they failed to detect a theft or fraud at a client organization.
How firms are seizing the ESG opportunity
Sustainability teams are breaking new ground in accounting firms — but staffing and training remain a challenge.
How to go easier on staff during busy season
Many firms across the country have begun to abolish requirements for high-hour workweeks during busy season. Here’s how they are doing it.
What small firms need to know about succession and M&A
CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible. An expert on M&A trends and firm succession explains key considerations.
CAQ increases diversity efforts with new initiative
The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.
4 ways to ‘break the bias’ and support women in your organization
Asking questions is a first step towards addressing the problem of gender inequity, says Tracey Walker of RSM US, who will share her experiences at this year’s AICPA & CIMA Women’s Global Leadership Summit.
Cybersecurity risk: Constant vigilance required
These tips can help diminish the likelihood and impact of a cyberattack.
What everyone can do to strengthen the next generation of CPAs
Firms, faculty, and CPAs all play crucial roles in promoting the profession to young people. Here are ways you can bolster the pipeline.
The payoffs of RPA for one accounting firm
How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.
Diversity among CEOs, CFOs continues to rise
Executive recruiting firm Crist Kolder’s annual report shows record levels of female and racially or ethnically diverse leadership at large companies.
