CPA firm practice management news and resources

TOPICS

June 13, 2023

5 things to stop doing in your firm

Stop putting clients first? Stop making revenue the primary objective? Presenters at ENGAGE explain how these counterintuitive moves could help move your firm in the right direction.

May 10, 2023

Create a magnetic culture at your firm

To ensure a future of abundance, leaders must do better at attracting and nurturing talent.

May 1, 2023

Bad billing practices can affect malpractice risk

Billing and collection practices may not be perceived as a professional liability risk issue, but proactively managing this risk is important to more than just a firm’s financial health. Learn why.

April 26, 2023

Grow your firm with intention

It’s time to question whether growth is always a good thing. Growth for growth’s sake shouldn’t be the goal.

April 20, 2023

How one firm transformed its partner compensation model

A firm leader and one of the firm’s income partners go into detail on how the firm’s approach to partner compensation has created a more unified work environment.

April 6, 2023

‘Status quo is the riskiest option’: One leader’s proven approach

Joey Havens, CPA, a partner at a major firm, explains how to build enduring culture and why professionals should have an anticipatory mindset in this podcast episode with transcript.

March 30, 2023

Of high interest: What rising rates mean for everyone

Higher interest rates affect more than home or vehicle purchases. Learn more about the associated risks of a high-rate environment for practitioners and the clients they advise in this podcast episode with transcript.

March 30, 2023

Mitigating employment practices liability risks

Learn about common employment practices liability insurance claims against CPA firms and how to help avoid them.

March 20, 2023

Is it time for firms to transform their business model?

After helping their clients survive three tough years, accounting firms should look toward a post-pandemic future. Here are five areas you should explore to determine whether your firm’s business model needs transformation.

March 9, 2023

How to effectively onboard remote hires

Human resource experts and accounting firms offer ways to help remote hires connect with their team and their new employer’s culture.

March 1, 2023

Lessons for every CPA firm from public audit

Keep a close eye on your internal controls and reduce the risk of regulatory action against your firm.

February 16, 2023

Culture you can feel: Advice for making it an accelerator, not a constraint

A workforce transformation expert explains why it’s encouraging to her that CFOs are focusing more on people issues in this podcast episode with transcript.

February 13, 2023

How firms can support employees with sick kids

Accounting firms can support employees with sick children who struggle to balance caregiving responsibilities with work duties. Find out how.

February 9, 2023

How CPAs focused on advisory services can answer several common questions

A leader in client advisory services shares strategies for growing your CAS practice by delighting clients in this podcast episode with transcript.

February 2, 2023

The number of CFOs who are women hits an all-time high

The percentage of CFOs who are women hit an all-time high last year, and racial and ethnic minorities also continue to make gains in obtaining roles in the C-suite, according to an annual report from Crist Kolder.

February 1, 2023

How the FTC Safeguards Rule may affect your CPA firm

Federal Trade Commission guidelines intended to help protect financial institution customer information may apply to CPAs.

February 1, 2023

Private equity eyes accounting firms large and small

Private-equity investors are increasingly buying into accounting firms. The deals, which carry risks and benefits for the profession, change the way the firms operate.

January 26, 2023

Innovative CPA firm leader: ‘We never had a fear of trying’

The co-founder of a leading CPA firm explains why Monday is his favorite day of the week, how his firm got out of the “rat race” of hourly billing, and how it has adapted after a merger in this podcast episode with transcript.

January 19, 2023

Struggling actor to CPA firm owner: One leader’s unlikely path

The chair of the PCPS Executive Committee shares more about her nontraditional path to CPA firm ownership in this podcast episode with transcript.

January 1, 2023

Tayiika M. Dennis, CPA

Tayiika M. Dennis, CPA, is a principal at CLA (CliftonLarsonAllen LLP), working out of its Century City, Los Angeles, location, and chair of the California Society of Certified Public Accountants.