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The culture of a workplace, be that in a company or an accounting firm, determines how employees and customers are treated, says Stephanie Creary. To assess how racism is a factor requires open, frank conversations and leaders willing to listen and learn what they probably didn’t know.
The current circumstances force firms — and their clients — to deal with several challenges at the same time.
This article discusses how CPAs can help their clients navigate the tax and financial planning complications of retiring overseas.
CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.
Hope is one of the most valuable services a CPA can provide during challenging times.
Follow this road map for launching a coaching program that can help your organization improve retention while developing future leaders and building staff members’ skills.
CPAs have an opportunity to improve their workplaces and communities amid a racial justice movement that began in response to police killings of Black and African Americans.
Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.
The ability to relate to clients and internal teams is a valuable function of firms that provide consulting services.
Women are more likely to succeed if they have role models, are able to find sponsors, and receive opportunities for training and high-profile assignments. Panelists at ENGAGE 2020 also discussed how barriers to advancement are intensified for women of color.
Firms planning to reopen their offices in the near future share what steps they’re taking first, and offer advice for other organizations that have made the difficult decision to return to in-person work.
The COVID-19 pandemic forced many businesses to rapidly ramp up their reliance on remote work, and many employees will continue to work from home even after offices reopen. Jim Boomer, CPA/CITP, and Jessica Battaglia share advice for crafting a long-term remote work strategy.
A surge in passion on issues of racial justice, diversity and inclusion has led to opportunities for CPAs to lead meaningful change. Members of the AICPA National Commission on Diversity and Inclusion share best practices for CPAs who are eager to support change.
Accounting firms looking to connect with NextGen talent and clients need to learn about what they value and how they like to communicate, says Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC.
Here are nine tips from CPAs on how to get their emails noticed in clients’ inboxes and how to communicate more effectively and efficiently.
Firms must guard against liability for actions of their clients or vendors against their employees.
Firm leaders need to be on the same page to bring optimum results to clients.
The upheaval of the coronavirus crisis caused the accounting profession to turn to technology like never before. Our technology roundtable discusses what was learned — and what the future holds.
Building relationships is a key to helping clients achieve their mission, according to Alan Jowers, CPA, a partner with Carr, Riggs & Ingram, LLC.
Here are tips that help CPAs understand which service they should provide as well as other important issues related to the PPP.
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Keeping you informed and prepared amid the coronavirus crisisWe’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.
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Building process maps: Template and instructionsDocumenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.