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.
Firm practice management
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.
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.
Tony Hawk: Accountants help make dreams become reality
Skateboarding legend Tony Hawk credited his accountants with making his ventures successful and shared lessons he learned from being an entrepreneur.
Wage garnishment — what employers should know
The employer is responsible for calculating the garnishment amount, withholding it through its payroll process, and forwarding payments to the correct agency or creditor.
Make attest engagements more profitable
Better planning and more efficient processes and procedures can help accountants, auditors and firms gain more profit from their attest engagements, consultant Alan W. Anderson, CPA, said at the AICPA ENGAGE 2018 conference.
6 steps to accounting automation success
For firms embracing the automation age, artificial intelligence requires smart thinking and human wisdom, Boomer Consulting’s Arianna Campbell and Marc Staut explained at the AICPA ENGAGE 2018 conference.
Focus on clients, and revenue will follow
Figuring out what clients want can be a challenge for any CPA firm. But if you’re diligent in seeking feedback and take the time to listen, you’ll discover more opportunities to provide revenue-producing services.
How to recruit the best job candidates
Understanding candidates’ motivations and carefully crafting job descriptions can give employers an advantage in recruiting, says Sarah Dobek, the founder and president of Inovautus Consulting.
How tax reform is impacting tax practitioners
Tax practitioners usually get to enjoy some down time during the summer. But this year summer may be a little more hectic than usual thanks to the changes brought about by tax reform.
Use inclusion to make your firm stronger
This article offers organizations and CPAs tips for handling unconscious biases to help develop a more inclusive atmosphere.
'Address' the risk of being your client’s mailbox
Permitting a client to use a CPA firm’s address exposes the firm to potential problems.
Technology may push firms beyond the billable hour
Switching from hourly billing to value pricing can reward tech-enabled efficiency.
4 skills accountants need to succeed in a tech-enabled future
New duties will require plenty of understanding and good communication.
Paving the way to a new digital world
The JofA’s annual technology roundtable looks into the future as blockchain, big data analytics, artificial intelligence, and robotic process automation fuel transformation in the accounting profession.
Accounting firms: The next generation
The article provides a glimpse into a future dominated by fast access to big data and driven by intelligent technology applications deployed by a new breed of CPA practices.
Why CPAs should always prepare engagement letters for clients
Three reasons why client engagement letters are essential, according to Deborah Rood, CPA.
How to make women’s initiatives more successful
Nancy Droesch, CPA, co-founder of WILLO LLC, explains what employers can do to make their women’s initiatives stronger and more successful.
How accounting firms can tap into benefits of AI
The technology can help empower existing professionals, not necessarily remove them, particularly in specialist fields.
