Firm practice management

Planning for succession at a small firm

Increasing staff members’ interaction with clients is one way partners can prepare for their succession, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.

Attracting young people to public accounting

A strategic imperative for making public accounting a welcoming profession for young people can help a firm secure its future, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.

Preparing for business interruption claims

CPAs will be critical in helping businesses recover losses in the wake of COVID-19. These six tips from Robert Glasser, CPA/CFF, CGMA, an expert in business interruption accounting, explain how to prepare for making insurance claims for losses caused by the crisis.

Dealing with disruption is not new for CPAs

Online tax preparation software disrupted the accounting marketplace by empowering people to do their own taxes. The lesson tax CPAs learned is that they had to provide a greater level of service, says Kimberly Ellison-Taylor, CPA, CGMA.

When hard times hit staff

Supporting valued staff experiencing losses and hardships can help organizations respond in compassionate ways, while still meeting the needs of the business.

AI to bring big changes to CPA firms

Technology and access to a large volume of data may shift CPAs out of day-to-day numbers crunching and into advisory roles, says Donny Shimamoto, CPA/CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC.

What to know before offering client accounting services

Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.

Firing a client: How and when to do it

When clients miss deadlines, make last-minute requests, or show disrespect to staff, CPA firms may find that it’s necessary to part ways with them. In this video, learn how one firm decides when to fire a client and communicates the decision.

A call for honest leadership

In this time of transformation and innovation, honesty and transparency in leadership are important to motivate staff and create an environment where people feel safe.


Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.


Getting leases in line

ASC Topic 842 is a relatively simple standard that can mean profound changes for organizations with leases. This report examines what makes this standard challenging and describes new ways for CPAs to add value.