John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.
Firm practice management
When a CPA firm engages a third party to help a client with an issue that requires special expertise, the firm may still be held liable for deficiencies in the third-party expert’s work. Professional standards outline steps a firm can take to mitigate this risk.
Client advisory services is the fastest-growing service area in the profession, and some firms have begun to differentiate themselves by providing not only financial services but also strategic business insights.
The co-author of the JofA’s Professional Liability Spotlight column discusses common strategies used by cybercriminals and how they can be mitigated.
Experts say retaining talent is a major concern during consolidations.
This quick-hitting episode covers recent news of interest, including IRS and Social Security Administration annual announcements, why the AICPA is requesting guidance from the IRS and Treasury, and advice for negotiating after you’ve received a job offer.
CPAs can increase their value to clients by providing sound cash-handling advice. Test your knowledge with this quiz.
To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.
Boards of directors are facing unprecedented questions, but a report from the National Association of Corporate Directors offers a framework for finding answers.
Regardless of the services they provide, CPAs can face professional liability claims asserting that they failed to detect a theft or fraud at a client organization.
Sustainability teams are breaking new ground in accounting firms — but staffing and training remain a challenge.
Many firms across the country have begun to abolish requirements for high-hour workweeks during busy season. Here’s how they are doing it.
CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible. An expert on M&A trends and firm succession explains key considerations.
The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.
Asking questions is a first step towards addressing the problem of gender inequity, says Tracey Walker of RSM US, who will share her experiences at this year’s AICPA & CIMA Women’s Global Leadership Summit.
These tips can help diminish the likelihood and impact of a cyberattack.
Firms, faculty, and CPAs all play crucial roles in promoting the profession to young people. Here are ways you can bolster the pipeline.
How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.
Executive recruiting firm Crist Kolder’s annual report shows record levels of female and racially or ethnically diverse leadership at large companies.
A look at claims against CPA firms in 2021 reveals some changes from prior years and points to future trends in this area.