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TOPICS / FIRM PRACTICE MANAGEMENT

Assessment is key to a successful D&I effort

Before launching a diversity and inclusion program, learn where your organization stands in terms of D&I. Tools such as the AICPA’s Accounting Inclusion Maturity Model can help you track your progress.

Alaska, Maine, and Oklahoma weigh CPA firm mobility bills

Alaska, Maine, and Oklahoma are the latest states to consider CPA firm mobility legislation, which allows CPA firms that meet certain licensing requirements to provide their services across state lines in order to serve clients without the need to obtain an additional license.

Building a truly effective D&I initiative

Studies show that a diverse workforce is a more productive, more profitable one. Establishing a strong diversity and inclusion program takes time, effort, and, above all, commitment from top leadership. Use these guidelines when structuring a D&I program.

The value of gamifying CPE learning

A college professor and CPA shares advice on keeping learning interesting and keeping listeners engaged, even when in-person sessions are not possible.

Make sure staff get the right CPE

Firms can maximize the benefits of continuing education by creating a process that directs staff to take courses that best meet their own needs and the needs of the firm.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.