Use of e-signatures for engagement documentation
Case law provides a guide for steps to take to make sure electronic signatures are legally binding.
Firm operations
When and how to raise fees at your firm
Several factors come into play when adjusting rates in order to run a profitable and healthy business.
Amish Mehta, CPA
"I saw accounting wasn’t just about numbers — it was about getting to know different clients as well as their businesses and industries," says Amish Mehta, CPA.
Rethinking real estate: The benefits of workforce segmentation
Balancing business goals with employee experience can provide the best path forward as hybrid working becomes commonplace.
Serving cannabis clients: Understand the risks
Practicing due diligence and understanding state and local laws are keys to success for firms that choose to engage with this industry.
How risk allocation provisions can mitigate risk
Use of these terms in an engagement letter can help manage the defense and cost of a claim.
What type of culture does your firm have?
In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in CPA firms, and ways you can tell which predominates in your firm.
Don’t get victimized by a cybercriminal
CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.
Ask the expert: Surcharging
Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.
10 billing myths that can undercut your value
Top-notch billing practices can help CPAs ensure that they get paid an amount commensurate with the high-value, expertly delivered services they provide. Discounting and lowering fees put CPAs in jeopardy of being underpaid for their services.
Frequently asked engagement letter questions
This one-stop guide includes common engagement letter questions and resources to help answer them.
Staffing and COVID-19 relief programs are firms’ top concerns in 2021
Hiring qualified staff emerged as the No. 1 concern of firms employing six or more people in the 2021 AICPA Private Companies Practice Section CPA Firm Top Issues survey.
7 tips for starting a client advisory services practice
Many resources are now available to help firms launch CAS practices. CAS experts and firm leaders who’ve taken the plunge share their best advice for getting started.
Graylin Smith, CPA, CGMA
Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
Ask the expert: What is an API?
Calvin Leong helps firms understand what APIs are available at Thomson Reuters and how to use them.
Find value in letting clients go
CPAs explain their approach to evaluating and parting ways with some clients.
An evaluation framework for responding to requests
Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.
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.
Understanding the professional liability claims process
We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.
Don’t let dead weight sink your firm
CPA firms today need more speed, agility, and power to deal with disruption, uncertainty, and clients’ quickly changing needs.
