Firm operations

TOPICS / FIRM PRACTICE MANAGEMENT

August 1, 2021

Graylin Smith, CPA, CGMA

Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.

August 1, 2021

Ask the expert: What is an API?

Calvin Leong helps firms understand what APIs are available at Thomson Reuters and how to use them.

July 1, 2021

Find value in letting clients go

CPAs explain their approach to evaluating and parting ways with some clients.

July 1, 2021

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.

May 4, 2021

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.

May 1, 2021

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.

March 1, 2021

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.

March 1, 2021

Data thieves strike at any weak point

Cyberattackers remain unrelenting in adapting tactics to exploit human and technological vulnerabilities.

February 22, 2021

The year ahead: CPAs share their ambitions and goals

CPAs from across the country discuss what they’re looking forward, the skills and technology they’d like to master, and the business opportunities they think might be available.

February 10, 2021

Virtual accounting: How to succeed remotely

Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.

December 2, 2020

Succession issues surge at accounting firms

According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.

December 1, 2020

Client acceptance: A liability gatekeeper

Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.

November 23, 2020

3 tips for building remote-work policies that last

This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.

October 1, 2020

Risk alert: COVID-19 and the return to work

A workplace safety plan amid the pandemic requires unique considerations.

June 26, 2020

How to handle the 2020 PTO backlog

With few employees taking extended time off this summer due to the coronavirus pandemic, firms will inevitably face scheduling challenges as the year ends.

June 17, 2020

17 strategic questions to answer before reopening

Firms must consider strategic as well as practical issues as they reopen. These questions can help you think through some of these issues and point you toward ways to preserve positive changes made during the lockdowns.

June 16, 2020

15 questions firm leaders should ask before returning to the office

Reopening your physical office is not a decision to take lightly. Here’s an overview of the many issues firm leaders need to consider when developing a plan to reopen.

June 1, 2020

Keep or toss? A guide to CPA firm record retention

Develop a record-retention policy that follows prudent practice without turning into hoarding.

March 20, 2020

Switch to virtual client meetings amid coronavirus fears

CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.

March 16, 2020

Top cyberthreats targeting accounting firms

An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.