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.
Firm practice management
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.
Bring more value to your clients with charitable planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
CPA vanity license plates that will make you smile
We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.
How to streamline the accountant hiring process
Technology tools can help perform much of the prerequisite screening before conducting interviews.
Is your business ready to adapt to demographic and technology changes?
This column discusses tips on how business leaders can adapt to these changes.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
No ‘I’ in team
Teamwork is important in helping protect CPA firms from professional liability risks.
Promoting neurodiversity
As companies and firms add neurodiversity to their workforces, they are discovering a pool of talented resources in the autism community.
Richard Preciado, CPA
Developing deep insight in a specialized area can provide a firm with an important advantage in a competitive marketplace, according to Richard Preciado, CPA, managing partner of Hutchinson and Bloodgood LLP in El Centro, Calif.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
