CPA firm practice management news and resources

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July 1, 2021

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.

June 21, 2021

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.

June 18, 2021

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.

June 10, 2021

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.

June 1, 2021

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.

June 1, 2021

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.

June 1, 2021

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.

June 1, 2021

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.

June 1, 2021

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.

May 24, 2021

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.

May 24, 2021

Flexibility can cushion pandemic’s threat to women’s careers

Additional responsibilities around caring for children and supervising schooling are taking a toll on women, putting them at increasing risk of burnout during the pandemic.

May 20, 2021

Supporting AAPI talent in May and beyond

A diversity, equity, and inclusion consultant explains why DEI should more often be referred to as DEIB. She also offers tips for organizations and individuals to support employees of Asian heritage.

May 19, 2021

Diverse faculty attracts diverse students

Professors can shape a student’s experiences, influencing whether students take a course or pursue a career because the person at the front of the classroom looks like them. The first Black CPA Ph.D.s have played an important role in attracting generations of future Black CPAs.

May 17, 2021