CPAs share tips on how to provide clients with the emotional support and financial know-how.
Firm practice management
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.
Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.
We asked nine CPAs for the questions they contemplate before their work day begins.
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.
This article looks at five scenarios that could put CPA firms at risk and ways to mitigate them.
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.
Such actions could prompt a client to file a counterclaim for negligence or a regulatory complaint against the CPA firm.
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
This article suggests ideas that can help reduce errors and ensure client expectations are met.
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
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.
Technology tools can help perform much of the prerequisite screening before conducting interviews.
This column discusses tips on how business leaders can adapt to these changes.
Auto portability could help prevent retirement account leakage when workers change jobs.
Teamwork is important in helping protect CPA firms from professional liability risks.
As companies and firms add neurodiversity to their workforces, they are discovering a pool of talented resources in the autism community.
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.
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.