Firm operations

TOPICS / FIRM PRACTICE MANAGEMENT

October 1, 2021

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.

October 1, 2021

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.

September 1, 2021

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.

September 1, 2021

Frequently asked engagement letter questions

This one-stop guide includes common engagement letter questions and resources to help answer them.

August 26, 2021

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.

August 1, 2021

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.

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