6 mistakes to avoid with women’s initiatives programs
This column offers tips to help firms hang on to talented professionals and reap the benefits of their investment in women’s initiatives.
Firm practice management
Why firms shouldn’t just pay CPAs based on their billable hours
Many CPA firms are making a concerted effort to get partners working in areas that play to their strengths—and compensate them for those tasks.
How to get a former employee back
According to a recent survey, 23% of professionals have regrets about exiting a former job, and six in 10 workers would consider rejoining a previous employer.
Tips for a great mentoring relationship
AICPA Online Mentoring Program participants offer advice to help firms and professionals get the most value out of any mentoring effort.
The secrets to opening a new CPA office
Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.
One secret to female CPAs’ success: Frontline managers
This article discusses what frontline managers can do to help women build skills and bolster aspiration and confidence.
How artificial intelligence is changing accounting
Capable accountants will be needed to oversee and use advanced technology.
Tips on training seasonal staff
Glen Keenan, president of XCM Solutions and Xpitax, explains why training season staff about your particular firm’s processes is vital to success.
How to find seasonal staff
Glen Keenan, president of XCM Solutions and Xpitax, offers tips for successful seasonal staffing, including focusing on training and bringing the staff in early.
The myths of outsourcing
Glen Keenan, president of XCM Solutions and Xpitax, untangles commonly held myths that discourage firms from outsourcing.
How to engage next-generation clients
This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.
Setting expectations
This infographic shows the benefits of using engagement letters, liability risks of not using them, and sources firms can consult in drafting them.
Managing retail challenges
CPAs can use these strategies to help their brick-and-mortar clients.
Anticipating questions clients may have about outsourcing
Glen Keenan, president of XCM Solutions and Xpitax, shares information about helping your clients become comfortable with your outsourcing returns outside U.S. borders.
The benefits of outsourcing returns
Glen Keenan, president of XCM Solutions and Xpitax, presents two chief benefits of outsourcing returns—improved client service and saving time at your highest billing rates.
How Industry 4.0 will change accounting
This column discusses the financial impact of the fourth industrial revolution and why CPAs need to prepare for changes.
Best practices for outsourcing returns
Glen Keenan, president of XCM Solutions and Xpitax, discusses how communication, education, and formalizing your strategy will help you start and build your outsourcing program.
How to deal with a difficult tax season
In this video, Glen Keenan, president of XCM Solutions and Xpitax, presents several tactics for tax season preparation.
Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
How to future-proof your firm’s marketing
Discover the 5 keys to helping your firm stand apart from the competition.
