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TOPICS / FIRM PRACTICE MANAGEMENT

Firm operations

The secrets to opening a new CPA office

Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.

Setting expectations

This infographic shows the benefits of using engagement letters, liability risks of not using them, and sources firms can consult in drafting them.

What you need to know before you sell your firm

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

MAP survey: Firms continue to grow revenue

Accounting firms of all sizes posted year-over-year revenue gains during their most recent fiscal year, with the rate of growth increasing for most practices.

Controlling your data

CPA firms can be a treasure-trove of information for cybercriminals. Here are tips on how to protect your firm.

Making workflows work

These best practices can lead to better productivity and improved client satisfaction and retention.

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