CPA firm practice management news and resources

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September 1, 2026

How CPAs can expand from tax into personal financial planning

Find out how CPAs in tax practice can add personal financial planning services and build deeper relationships with clients.

September 1, 2026

A recipe for sanctions: AI-hallucinated citations in tax

AI can speed tax research, but it can also invent cases. Your firm needs guardrails to avoid potential trouble.

September 1, 2026

The 5 Ws of incomplete information

Incomplete information, whether from clients or regulators, can create professional liability risk. Learn how to respond.

September 1, 2026

How to start with AI and handle constant change

The AICPA’s small firm advocate shares practical guidance on AI, navigating transformation, and focusing on what matters most.

August 1, 2026

Real-life ways small firms use AI

Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.

August 1, 2026

How to set up an effective internship program

Learn what practitioners can do to attract stronger internship candidates and build a robust on-ramp for long-term accounting careers.

August 1, 2026

What small firm CPAs need to know

The inaugural Small Firm Q&A explores tactics to manage audit services and increased compliance requirements, practices that make peer review and tax practice more manageable, and steps to consider before solo practitioners’ transition into retirement.

August 1, 2026

Adding externships to attract more talent

Learn how one firm has taken a new approach to reach students earlier and expand its recruiting pool.

August 1, 2026

Right-sizing risk management

Review practical tips for small firms and sole practitioners to right-size the building blocks of risk
management: acceptance, billing, communication, documentation, and engagement letters — to
help avoid disputes and malpractice claims.

July 29, 2026

A new top 5 firm: Grant Thornton acquiring fellow top 10 firm CBIZ

The deal, which includes an investment by private-equity company New Mountain Capital, will create a footprint featuring 34,000-plus employees in more than 20 countries and territories.

July 20, 2026

Why social media ‘failures’ can be big wins for small firms

The social media post that looks like a flop may actually result in a new client. Small firms should value authentic engagement over likes and follows, two ENGAGE presenters contend.

July 9, 2026

From estate planning to AI: Managing CPA liability

A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.

July 1, 2026