Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
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TOPICS
Firm practice management
How to set up an effective internship program
Learn what practitioners can do to attract stronger internship candidates and build a robust on-ramp for long-term accounting careers.
What small firm CPAs need to know
The inaugural Small Firm Q&A explores tactics to manage audit services and increased compliance requirements, practices that make peer review and tax practice more manageable, and steps to consider before solo practitioners’ transition into retirement.
Adding externships to attract more talent
Learn how one firm has taken a new approach to reach students earlier and expand its recruiting pool.
Right-sizing risk management
Review practical tips for small firms and sole practitioners to right-size the building blocks of risk
management: acceptance, billing, communication, documentation, and engagement letters — to
help avoid disputes and malpractice claims.
A new top 5 firm: Grant Thornton acquiring fellow top 10 firm CBIZ
The deal, which includes an investment by private-equity company New Mountain Capital, will create a footprint featuring 34,000-plus employees in more than 20 countries and territories.
Why social media ‘failures’ can be big wins for small firms
The social media post that looks like a flop may actually result in a new client. Small firms should value authentic engagement over likes and follows, two ENGAGE presenters contend.
From estate planning to AI: Managing CPA liability
A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
AICPA Top Issues Survey: Firms’ focus on technology rises
Larger firms participating in the biennial Private Companies Practice Section survey also are grappling with people-related issues, and smaller firms highlighted regulatory and data security concerns.
Crowe partners with private equity; Baker Tilly on the move
Crowe is the latest top 15 firm to strike a private-equity deal. Also, Baker Tilly announced plans to relocate its headquarters to New York and acquire another top 100 firm.
ENGAGE takeaways: 7 principles to improve CPA firm profitability
For the 10th consecutive conference, former AICPA chair Bill Pirolli shared tried-and-true keys for next-level financial success for firms.
4 ways sole practitioners can set themselves apart
Gaining clients’ trust is key to building a modern practice. Learn from a CPA who did it.
Making the right choice when no one is watching
When clients think nobody is watching, the CPA’s judgment becomes an even more critical guardrail between short‑term temptation and long‑term consequences.
Aligning with AI: Lisa Simpson on how to overcome sense of overwhelm
An AICPA vice president reflects on the growth of Town Hall and shares how CPAs can manage AI overload. Also, get a breakdown on the recent AICPA and CIMA survey on CPA decision-makers’ economic sentiment.
Workplace stress reaching a breaking point? How employers can respond
Fifty-two percent of employees in a recent survey self-medicated at work in the previous year, and nearly as many (51%) cried on the job in the previous month. During Mental Health Awareness Month, what can organizations do to ease the pain?
Managing CPA liability in the Great Wealth Transfer
As Baby Boomers transition trillions to their heirs, CPAs face growing estate, gift, and trust liability risks. Learn how costly claims arise — and practical steps to reduce exposure.
Facing cost pressures, CFOs turn to AI and automation
Cost management topped CFOs’ list of internal risks in a recent Deloitte survey, and respondents cited automation and technology upgrades as the most proven way to control costs.
How to start a CPA practice: Lessons from a firm founder and a risk expert
Thinking of starting your own CPA firm but not sure where to begin? Two experts with deep knowledge on the topic detail what it takes, including a focus on managing risk in the early years. Listen to the episode or read the Q&A.
What small firms are getting right about tech and why they’re not alone
Small CPA firms, “the heart and center” of the accounting profession, are the focus of this episode of the JofA podcast. An AICPA vice president discusses how AI and automation are leveling the playing field and how innovation can thrive in smaller practices. Listen to the episode or read the Q&A.
Features
FROM THIS MONTH'S ISSUE
Real-life ways small firms use AI
Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.
From The Tax Adviser
July 31, 2026
Current developments in S corporations
July 31, 2026
