Establishing quality control in a tax practice
Every firm should maintain a system for communicating best practices to partners and staff.
Firm practice management
Beyond Boomers and Millennials: Bridging the generational gap in the workplace
Robby Riggs reveals what younger workers really want from an employer, and shares practical steps leaders can take to create rapport between older and younger employees.
Have you embraced innovation, diversity, and inclusion?
Offering new products and services can help your firm or organization stay afloat and grow.
What kinds of tax services result in the most expensive claims?
Deborah Rood, CPA, outlines the four instances where claims can be severe.
Why Millennial CPAs should consider firm ownership
This column details the reasons firm ownership can be a great career path for young, entrepreneurial CPAs.
What CPAs need to know about providing services to marijuana businesses
Providing accounting services to marijuana businesses is full of potential legal and ethical minefields.
Want to bring your employees together? Send them on a “Death March”
For 40 years, employees at HMWC CPAs and Business Advisors in Orange County have taken part in an annual tradition dubbed the “Death March”: a camping, hiking, or rafting trip in one of the continent’s most beautiful national parks.
Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
How CPAs can turn the great wealth transfer into opportunity
This article offers ways CPAs can meet the needs of the next generation.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
What to know before you go into business with someone
Mark Zyla, CPA/ABV/CFF, joins this edition of the podcast to talk about business prenups and divorce — and how they can impact your business’s valuation.
A CPA firm with Silicon Valley DNA
Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.
What should accountants ask themselves daily?
We asked nine CPAs for the questions they contemplate before their work day begins.
A new staffing model for accounting firms
What will accounting firms and accounting departments look like after lower-level, repetitive tasks are automated and unprecedented amounts of data can be mined for business insights? That topic takes center stage in the second part of our annual accounting technology roundtable podcast.
5 professional liability risks to avoid
This article looks at five scenarios that could put CPA firms at risk and ways to mitigate them.
New agreement smooths pathway to UK audit signing rights for US CPAs
A new agreement provides a clear route for U.S. CPAs to obtain the CA designation from the Institute of Chartered Accountants of Scotland (ICAS) and be on the pathway to U.K. audit signing rights.
Think twice before suing for unpaid fees
Such actions could prompt a client to file a counterclaim for negligence or a regulatory complaint against the CPA firm.
Clients are living longer: How will your practice adapt?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
3 truths and 12 responses to drive change
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
3 ways to mitigate risk during busy season
This article suggests ideas that can help reduce errors and ensure client expectations are met.
