Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
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Firm practice management
How to effectively support working parents during a crisis
Helping employees maintain health and efficiency during a crisis requires flexibility, empathy, and consistent communication. Employers can follow these tips to help employees during a crisis.
Ask the expert: What is an API?
Calvin Leong helps firms understand what APIs are available at Thomson Reuters and how to use them.
Why CPA firms need to know about restricted top-level web domains
New top-level web domains, such as .cpa, are one way for firms to modernize their digital front door. Here’s what you need to know about these new top-level domains (TLDs) and why you may want to consider using them.
Ease staff’s fears about returning to the office
Firm leaders can address staff’s anxieties by discussing the rationale for returning to in-person work, communicating transparently about the safety measures they are taking, implementing employee feedback and, when possible, giving staff control over when they return.
Learning from Black CPA career role models
A century after John W. Cromwell Jr. became the nation’s first Black CPA, Black role models continue to open doors in the profession.
Adapting to workplace culture in a virtual world
This article discusses ways to help integrate new employees into firm culture, even when everyone can’t be together in person.
Restaurant industry recovery aided by CPAs, 2 leaders with longtime ties
CPAs and restaurant owners have worked together closely to overcome the devastating consequences of the coronavirus pandemic. Bill Pirolli, CPA/CFF/PFS, CGMA, and Brian Casey, who are Rhode Island natives and chair their respective association boards, endeavor to help the industry recover.
Find value in letting clients go
CPAs explain their approach to evaluating and parting ways with some clients.
An evaluation framework for responding to requests
Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.
Finding the best talent using remote interviews
Social distancing and other pandemic precautions don’t have to slow down your search for talent. One organization offers tips for conducting effective remote job interviews.
For firms, advanced tech is no longer optional
Firms that place well-thought-out tech solutions at the forefront of their strategy will be best positioned to gain the most in the future.
Coming together to advance Black CPAs
Leaders whose organizations focus on promoting the advancement of Black CPAs, both on their own and as a part of the Black CPA Centennial, offer insights on where the profession stands and where it needs to go.
Advice for meeting efficiency and more on the new AICPA board chair
A Technology Q&A co-author talks about maximizing efficiency in meetings. Also, get a peek into the new AICPA board chair’s approach to client service.
Use this formula to build trust with clients
Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.
Ask the expert: Practice management
Joining Canopy in 2019, Davis Bell has held critical leadership roles in strategy, operations, and finance. He specializes in creating and managing new products and businesses from scratch to scale.
Avoiding fallout from aggressive tax strategies
CPAs must understand the
significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.
Jonyce Bullock, CPA
Career advancement is more achievable for a person who has a plan and shares it with leadership, according to Jonyce Bullock, CPA.
Simpson promoted to vice president–Firm Services
Lisa Simpson was promoted to vice president—Firm Services. In her new role, Simpson will continue to oversee the Association’s relationships with CPA firms.
Accounting profession continues to zero in on DEI issues
After a year of heightened focus on diversity, equity and inclusion issues, leaders of the accounting profession are continuing in their commitment to make strides in this area. Accountability and transparency related to these issues will be pivotal in the coming years.
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