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.

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.

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.

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.

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.

SPONSORED REPORT

Implementing a global statutory reporting maturity model

Assess your organization's capabilities and progress toward an ideal state of global statutory reporting. Sponsored by Workiva.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.