A top 200 firm’s plan for transitioning to next-generation leaders offers best practices for other firms to keep in mind when anticipating partner retirements.
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Firm practice management
Find out what leads clients to their CPA firms
Finding out how clients found your firm can help you develop strategies to ensure your firm remains an attractive option.
Peer review proposal changes, clarifies standards
The proposal is designed to clarify peer review standards and make them easier for practitioners to read, understand, and apply
Early Black-owned CPA firms spurred diversity efforts
Built by Black CPAs who succeeded despite adversity, these firms continue to play an important role in the profession’s recruitment and advancement initiatives, and with the clients they serve.
How to negotiate from a disadvantage
This article discusses steps that could help CPAs turn the tables and come through in a strong position during a challenging negotiation.
Inflation worries and a tight labor market lead to a slight dip in optimism
This episode takes a look at the AICPA Business and Industry Economic Outlook Survey findings and what they mean for companies, and an Outstanding CPA in Government award winner shares insights on how finance professionals and accountants can lead strategic change.
Ask the expert: Client service
Greg Lockhart is the president of Lockhart Industries, a Dallas-based leader in custom branding, graphic design, and fine imprinting for America’s top financial firms.
The impact of mentoring: How to build on success
Progress for Black professionals in accounting can be accelerated with the right moves from firms and other professionals.
10 billing myths that can undercut your value
Top-notch billing practices can help
CPAs ensure that they get paid an amount commensurate with the high-value, expertly delivered services they provide. Discounting and lowering fees put CPAs in jeopardy of being underpaid for their services.
Frequently asked engagement letter questions
This one-stop guide includes common engagement letter questions and resources to help answer them.
Small changes can be a big drain on mental energy
A recent study found that change can affect how engaged employees are, how hard they’ll work, and how long they intend to stay with an organization.
Staffing and COVID-19 relief programs are firms’ top concerns in 2021
Hiring qualified staff emerged as the No. 1 concern of firms employing six or more people in the 2021 AICPA Private Companies Practice Section CPA Firm Top Issues survey.
How to develop a growth mindset
In today’s competitive global field, those who want to grow and move into leadership roles must demonstrate they’re willing to push themselves beyond their comfort zone to learn and try new things.
Driving DEI change in the states
State CPA society leaders are among those spearheading diversity, equity, and inclusion efforts in the profession. See what successful steps they and their organizations have taken to enhance the recruitment and advancement of Black CPAs.
How to retain staff amid surging turnover
Experts theorize that the COVID-19 pandemic may have led to increased burnout and that employees who stayed in their jobs in 2020 now feel more comfortable leaving.
Board diversity disclosures mandated for Nasdaq-listed companies
Nasdaq-listed companies will be required to provide new information on the diversity of their boards as a result of a new rule approved by the Securities and Exchange Commission.
Will sweatpants come to the office when we return?
HR professionals at several CPA firms offer ideas on how to ease teams back into office mode while preserving comfort.
Fraud advice and more on the value of client advisory services
A fraud expert shares advice for businesses on segregation of duties, unintended consequences of pandemic-related relief, and more.
M&A activity in accounting on the rebound in 2021, expert says
Merger-and-acquisition activity for CPA firms is surging in 2021 after dropping in 2020 due to the COVID-19 pandemic, Joel Sinkin, president of Transition Advisors LLC said in a session at AICPA & CIMA ENGAGE 2021.
Energize your practice with a tax innovation challenge
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
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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.
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