Tips for handling anxious clients
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
Unhappy in your work? Tell someone!
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.
Three steps for transferring ownership
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses best practices for transferring ownership from one generation to another.
Factors keeping top talent on board
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses reasons why bright, talented employees stay at their firms.
Building a state-of-the-art M&A target
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.
Insights on key trends in an evolving profession
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.
Minding the expectation gap in a CAS engagement
The misalignment of expectations between clients and CPA firms regarding client accounting services can lead to professional liability risk.
Three keys to retiring with grace
Jennifer Wilson, a partner and co-founder of ConvergenceCoaching LLC, discusses strategies for paving the way to a smooth retirement.
What CPAs need to know about a growing housing option
Experts in community housing and those who participating community living share their thoughts.
How to motivate and retain talent
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses recruitment mistakes and ways to retain talent through motivation.
How to be more engaged at work
This article offers tips on getting out of a workplace slump.
Reasons top talent doesn’t leave
Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.
9 requests from your future leaders
This article explores the behavior and firm changes Next Gen leaders want.
How to use content marketing to attract clients
Producing content that promotes your expertise can help build a strong reputation for your firm and grow your client base.
Low-cost strategies to retain talent
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.
Ask the expert: Practice management
For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.
Ethics for CPA firm mergers and acquisitions
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
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.
Protecting against claims of failure to detect theft
A mismatch between the public’s perception of CPAs’ duties and their actual responsibilities can create professional liability risks.
How technology is forcing CPA firms to evolve
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.
