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TOPICS / FIRM PRACTICE MANAGEMENT
Firm operations
Why a busy-season debrief has value, and why it’s not just for tax teams
Three CPAs discuss the importance of planning to have a debrief after an intense period of work, whether tax season or a busy sales cycle, in this podcast with transcript.
US sanctions ban provision of accounting, consulting services to Russia
Sanctions in response to the war in Ukraine include a ban on accounting and management consulting services, according to government statements issued Monday.
Small actions, big fallout: Lessons from large claims
Even small decisions or quick conversations may have significant, and expensive, consequences.
FP&A: A new niche — and an expanded definition
An ENGAGE speaker shares six core principles for business and why the abbreviation FP&A means multiple things to him in this podcast episode with transcript.
New strategies to grow the profession’s pipeline
Organizations seeking to identify and hire finance talent can follow the advice in a recent article or further explore a new apprenticeship program detailed in this podcast with transcript.
Tread carefully when using noncompete agreements
Noncompete agreements should be reasonable in scope and narrowly drafted to protect a legitimate business need.
Firm ownership can be intimidating; here’s how to overcome those fears
A CPA firm owner shares some of the fears she overcame, advice to those thinking of opening a firm, and the ways she takes mental breaks in this podcast with transcript.
Unresponsive clients pose a professional liability risk
In addition to creating unnecessary stress for CPAs, clients who fail to respond timely increase a CPA firm’s professional liability risk.
Use of e-signatures for engagement documentation
Case law provides a guide for steps to take to make sure electronic signatures are legally binding.
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.
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.
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.
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.
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
