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Kovel agreement basics for you and your client

Kovel agreements, where an attorney, rather than the client, engages a CPA, may provide the client greater protection by extending attorney-client and attorney work product privileges to the CPA.

Top firms dig deeper to retain employees

As the Great Resignation continues unabated, top firms are beginning to raise starting salaries and add benefits to keep employees from looking for greener pastures.

IRS challenges emerge as top concern for firms

Challenges when working with the IRS emerged as the top issue for firms with 10 or fewer professionals, according to the 2022 AICPA Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey.

Rogue behavior: Risks your CPA firm should avoid

Claim experience of the AICPA Professional Liability Insurance Program has demonstrated that rogue behavior, especially at the partner level, can lead to professional liability claims.

Reevaluate metrics in pursuit of innovation

A former corporate innovation executive, who speaks in two weeks at AICPA & CIMA ENGAGE 22, explains next-level financial planning and analysis in this podcast episode with transcript.

How to be a trailblazer for women in the profession

Anna Mok, CPA, shares advice for women in accounting, in preparation for the panel session “AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession” at the upcoming AICPA & CIMA ENGAGE conference.

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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.