CPA firm practice management news and resources

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June 30, 2022

Top 25 firm Cherry Bekaert reveals transformative private equity investment

Cherry Bekaert LLP has become the latest top 25 firm to attract private equity funding, announcing that Parthenon Capital has made a strategic investment that splits the Raleigh, NC-based firm into two parts.

June 30, 2022

From the archives: How purpose can play a bigger role in business

An author and Harvard Business School professor explains why companies should have a larger role in society than providing shareholder value in this podcast episode with transcript.

June 29, 2022

Survey: LGBT+ employees feel supported by inclusion initiatives

A majority of LGBT+ respondents to a Deloitte survey are more inclined to remain with their current employer because of their inclusion initiatives, although noninclusive behaviors remain a concern.

June 23, 2022

How the Great Resignation has affected the accounting profession

A CPA leader discusses the hiring and staffing trends that have affected the wider workforce as well as the accounting profession in this podcast episode with transcript.

June 21, 2022

A conversation with new AICPA Chair Anoop Natwar Mehta

Get to know more about new AICPA Chair Anoop Natwar Mehta and his points of emphasis in this podcast episode with transcript.

June 8, 2022

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.

June 1, 2022

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.

June 1, 2022

5 ways accounting firms can better support LGBTQ+ employees

Creating a real sense of belonging for LGBTQ+ employees benefits individuals, clients, firms, and the profession.

June 1, 2022

Is it time to rethink your firm’s physical footprint?

The rise of remote work is an opportunity to
evaluate where work gets done.

May 26, 2022

How the path to partner has widened for women, minorities

Diversity and inclusion is rising in CPA firm partner ranks and new accounting graduate hires, according to AICPA research.

May 24, 2022

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.

May 17, 2022

Why a busy-season debrief has value, and why it’s not just for tax teams

Three CPAs discuss the importance of planning to have a debrief after an intense period of work, whether tax season or a busy sales cycle, in this podcast with transcript.

May 13, 2022

5 steps to managing client expectations

Great relationships with clients can be achieved and maintained by proactive communication practices.

May 12, 2022

A finance transformation case study, plus a news roundup

Two consulting company leaders explain the ins and outs of finance transformation and what they learned from a recent client example. Also, get caught up on news related to several CPA-centric topics.

May 10, 2022

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.

May 9, 2022

US sanctions ban provision of accounting, consulting services to Russia

Sanctions in response to the war in Ukraine include a ban on accounting and management consulting services, according to government statements issued Monday.

May 5, 2022

NABA, CAQ announce partnership to grow accounting talent pipeline

The National Association of Black Accountants and the Center for Audit Quality are aiming to increase the diversity of talent coming into the accounting profession by working together to match community college students with mentors and tutors to help them progress to four-year accounting programs.

May 1, 2022

Smart strategies that prepared these firms for a tough labor market

Recruit and retain staff by giving them a fulfilling career with room for work/life balance.

May 1, 2022

Small actions, big fallout: Lessons from large claims

Even small decisions or quick conversations may have significant, and expensive, consequences.

April 27, 2022

Become more inclusive of neurodivergent employees

CPAs who are neurodivergent, and other experts, share how firms can make their workplaces more equitable and welcoming to staff with disabilities.

FROM THIS MONTH'S ISSUE

How a CPA beat burnout after strokes, depression

Randy Crabtree, CPA, suffered two strokes in four days and struggled with his mental health for years before he learned to recognize, address, and prevent chronic stress. Learn from his insights on how CPAs can avoid professional burnout.