Firm practice management

6 steps to a better busy season

CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.

Keep clients coming to you with PFP services

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

What to expect in 2020

CPAs are likely to proceed with caution next year amid unpredictable external forces. But technological innovation seems certain to continue its forward march.

5 steps to a successful sale

Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.

10 steps to a coaching culture

This article explores the attributes of great coaching cultures and helps you identify the changes you’ll need to make to get there.

Mary Elliott, CPA

Developing a specialty can help a CPA provide maximum value to clients, according to Mary Elliott, CPA, the CEO of Warren Averett in Birmingham, Ala.

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.

SPONSORED REPORT

2019 State of Financial Reporting Survey

We surveyed nearly 600 finance and accounting professionals on their month-end close and reporting processes. See the results.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.