Keep or toss? A guide to CPA firm record retention
Develop a record-retention policy that follows prudent practice without turning into hoarding.
Firm practice management
Planning for succession at a small firm
Increasing staff members’ interaction with clients is one way partners can prepare for their succession, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.
The technology — and human — lessons of COVID-19
Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.
A passion for quality and skill development
Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.
Attracting young people to public accounting
A strategic imperative for making public accounting a welcoming profession for young people can help a firm secure its future, according to Johanna Sweaney Salt, CPA, CGMA, a partner at Gray, Salt & Associates LLP in Claremont, Calif.
Preparing for business interruption claims
CPAs will be critical in helping businesses recover losses in the wake of COVID-19. These six tips from Robert Glasser, CPA/CFF, CGMA, an expert in business interruption accounting, explain how to prepare for making insurance claims for losses caused by the crisis.
How the COVID-19 crisis is leading to lasting change
Take a look at 11 ways the pandemic is fundamentally altering our work and society.
Data security tips to help weather a pandemic
Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.
How to have hard client conversations during a crisis
A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.
Dealing with disruption is not new for CPAs
Online tax preparation software disrupted the accounting marketplace by empowering people to do their own taxes. The lesson tax CPAs learned is that they had to provide a greater level of service, says Kimberly Ellison-Taylor, CPA, CGMA.
How family businesses can stay resilient during the COVID-19 crisis
Jonathan Flack, CPA, the U.S. family business services leader at PwC, discusses the struggles family businesses are facing during the current economic crisis, as well as the unique strengths that can help them weather hard times such as these.
How CPAs can help small businesses survive the pandemic
Julie Killian, CPA, a shareholder at Clayton & McKervey in Michigan, shares steps smaller businesses can take to improve their financial standing and increase their chances of staying afloat.
AICPA addresses CPA firm-lender issues related to PPP
The AICPA made recommendations for the CPA firm-lender relationship for firms seeking to assist their clients with the Paycheck Protection Program.
When hard times hit staff
Supporting valued staff experiencing losses and hardships can help organizations respond in compassionate ways, while still meeting the needs of the business.
AI to bring big changes to CPA firms
Technology and access to a large volume of data may shift CPAs out of day-to-day numbers crunching and into advisory roles, says Donny Shimamoto, CPA/CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC.
What to know before offering client accounting services
Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.
The indirect impacts of COVID-19 on CPA firms
When money is lost, those who are damaged will seek recourse from wherever they can find it, and CPAs can be high on that list of targets.
How the COVID-19 crisis is leading to lasting change
The COVID-19 crisis has caused pain, loss and overwhelming gloom. It also is leading to lasting change in the workplace, which may be fundamentally different in many ways after the crisis ends.
Firing a client: How and when to do it
When clients miss deadlines, make last-minute requests, or show disrespect to staff, CPA firms may find that it’s necessary to part ways with them. In this video, learn how one firm decides when to fire a client and communicates the decision.
A call for honest leadership
In this time of transformation and innovation, honesty and transparency in leadership are important to motivate staff and create an environment where people feel safe.
