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TOPICS / FIRM PRACTICE MANAGEMENT

Firm operations

The 5 Ws of incomplete information

Incomplete information, whether from clients or regulators, can create professional liability risk. Learn how to respond.

Real-life ways small firms use AI

Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.

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.

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.

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.

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.

Tips for writing CAS engagement letters

The nature of a client accounting and advisory services engagement is determined solely by the agreement between the accountant and client.

Tell a story with your documentation

In the event of a professional liability claim, your documentation tells your story. Make sure it is the story you want to tell.

SPONSORED REPORT

Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations