CPA firm practice management news and resources

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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