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.
Firm practice management
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.
17 strategic questions to answer before reopening
Firms must consider strategic as well as practical issues as they reopen. These questions can help you think through some of these issues and point you toward ways to preserve positive changes made during the lockdowns.
How to deliver the news of furloughs and layoffs
Transparency and sensitivity are important when managers have to tell employees about job cuts, and these tips can help prepare you for that communication.
15 questions firm leaders should ask before returning to the office
Reopening your physical office is not a decision to take lightly. Here’s an overview of the many issues firm leaders need to consider when developing a plan to reopen.
How to land and keep NextGen talent
Firms that want to attract and retain NextGen talent must get them involved in strategizing to improve service, client experience, and efficiency, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
Why accountants should embrace 'More with Less'
Hard trends accelerated by the COVID-19 pandemic means that the mantra "More with Less" should become a rallying cry for the accounting profession. What does More with Less mean?
Recognizing and rooting out racism: Advice for leaders
Organizations and leaders seeking to address concerns about racism can learn valuable lessons from an expert on race in the workplace.
Q&A: Advocating for justice, diversity, and inclusion
Amid tense and uncertain times, two leaders of the National Association of Black Accountants describe their emotions and a sense of hope that they can produce positive change in the accounting profession and their communities.
Take care of your staff’s mental health during COVID-19
Isolation, boredom, uncertainty, stress, and anxiety can all take a toll on staff’s mental health during the pandemic. Try these tactics to support staff and boost their spirits during difficult times.
Together, we can make a difference: A 12-step plan to address racism and unconscious bias
Increased resources and focus will be needed to address the consequences of systemic racism and unconscious bias, writes Kimberly Ellison-Taylor, CPA, CGMA, a former AICPA chairman who is executive director, Finance Thought Leadership for Oracle.
How large firms manage staff during the pandemic
Experts share the steps their firms have implemented to manage their workforces remotely as they ride out the crisis.
Keep or toss? A guide to CPA firm record retention
Develop a record-retention policy that follows prudent practice without turning into hoarding.
Planning for succession at a small firm
Increasing staff members’ interaction with clients is one way partners can prepare for their succession, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.
The technology — and human — lessons of COVID-19
Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.
A passion for quality and skill development
Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.
Attracting young people to public accounting
A strategic imperative for making public accounting a welcoming profession for young people can help a firm secure its future, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.
