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
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.
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.
Career advancement is more achievable for a person who has a plan and shares it with leadership, according to Jonyce Bullock, CPA.
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.
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.
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.
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.
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.
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.
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.
Here are some ways CPAs and their firms are keeping their bodies — and brains — fed during this extended tax season.
A career expert and three CPAs who have successfully built their brand share some advice.
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).
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.
We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.
Sue Coffey was promoted to CEO–Public Accounting for the Association of International Certified Professional 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.
This article discusses how CPAs should plan for and expect significant organic growth based on the transformation that occurred due to the pandemic.
There are many legal and human resources considerations firms must weigh before crafting a vaccine policy for their staff.