Advice for meeting efficiency and more on the new AICPA board chair
A Technology Q&A co-author talks about maximizing efficiency in meetings. Also, get a peek into the new AICPA board chair’s approach to client service.
Firm practice management
Use this formula to build trust with clients
Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.
Ask the expert: Practice management
Joining Canopy in 2019, Davis Bell has held critical leadership roles in strategy, operations, and finance. He specializes in creating and managing new products and businesses from scratch to scale.
Jonyce Bullock, CPA
Career advancement is more achievable for a person who has a plan and shares it with leadership, according to Jonyce Bullock, CPA.
Avoiding fallout from aggressive tax strategies
CPAs must understand the significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.
Simpson promoted to vice president–Firm Services
Lisa Simpson was promoted to vice president—Firm Services. In her new role, Simpson will continue to oversee the Association's relationships with CPA firms.
Accounting profession continues to zero in on DEI issues
After a year of heightened focus on diversity, equity and inclusion issues, leaders of the accounting profession are continuing in their commitment to make strides in this area. Accountability and transparency related to these issues will be pivotal in the coming years.
Flexibility can cushion pandemic’s threat to women’s careers
Additional responsibilities around caring for children and supervising schooling are taking a toll on women, putting them at increasing risk of burnout during the pandemic.
Supporting AAPI talent in May and beyond
A diversity, equity, and inclusion consultant explains why DEI should more often be referred to as DEIB. She also offers tips for organizations and individuals to support employees of Asian heritage.
Diverse faculty attracts diverse students
Professors can shape a student’s experiences, influencing whether students take a course or pursue a career because the person at the front of the classroom looks like them. The first Black CPA Ph.D.s have played an important role in attracting generations of future Black CPAs.
Be more productive while doing less work
CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S.C.
These are the snacks powering CPAs during tax season
Here are some ways CPAs and their firms are keeping their bodies — and brains — fed during this extended tax season.
Build your small firm or solo practice’s brand
A career expert and three CPAs who have successfully built their brand share some advice.
AICPA seeks exemption for CPA firms from expected beneficial ownership registry
The AICPA is requesting that all licensed or registered CPA firms be exempted from forthcoming rules that require beneficial ownership information to be reported by small businesses to the Financial Crimes Enforcement Network (FinCEN).
4 reopening mistakes employers must avoid
As firm leaders prepare for a post-pandemic work world, they should take care to plot a path that steers clear of potential pitfalls — four of which are explored in this article.
Understanding the professional liability claims process
We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.
Coffey promoted to CEO–Public Accounting
Sue Coffey was promoted to CEO–Public Accounting for the Association of International Certified Professional Accountants.
Resilience lessons for women accountants
Fortitude, mentoring and lifelong learning can help women navigate their careers in the accounting profession, according to three women leaders who shared their stories.
The pandemic pushed us forward. Let’s keep evolving
This article discusses how CPAs should plan for and expect significant organic growth based on the transformation that occurred due to the pandemic.
Can accounting firms mandate vaccines?
There are many legal and human resources considerations firms must weigh before crafting a vaccine policy for their staff.
