CPA firm practice management news and resources

TOPICS

May 17, 2021

Be more productive while doing less work

CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S.C.

May 10, 2021

Build your small firm or solo practice’s brand

A career expert and three CPAs who have successfully built their brand share some advice.

May 10, 2021

These are the snacks powering CPAs during tax season

Here are some ways CPAs and their firms are keeping their bodies — and brains — fed during this extended tax season.

May 6, 2021

AICPA seeks exemption for CPA firms from expected beneficial ownership registry

The AICPA is requesting that all licensed or registered CPA firms be exempted from forthcoming rules that require beneficial ownership information to be reported by small businesses to the Financial Crimes Enforcement Network (FinCEN).

May 4, 2021

4 reopening mistakes employers must avoid

As firm leaders prepare for a post-pandemic work world, they should take care to plot a path that steers clear of potential pitfalls — four of which are explored in this article.

May 1, 2021

Coffey promoted to CEO–Public Accounting

Sue Coffey was promoted to CEO–Public Accounting for the Association of International Certified Professional Accountants.

May 1, 2021

Understanding the professional liability claims process

We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.

April 27, 2021

Resilience lessons for women accountants

Fortitude, mentoring and lifelong learning can help women navigate their careers in the accounting profession, according to three women leaders who shared their stories.

April 26, 2021

The pandemic pushed us forward. Let’s keep evolving

This article discusses how CPAs should plan for and expect significant organic growth based on the transformation that occurred due to the pandemic.

April 21, 2021

Can accounting firms mandate vaccines?

There are many legal and human resources considerations firms must weigh before crafting a vaccine policy for their staff.

April 19, 2021

Find success with virtual campus recruiting

This article offers tips to help firms succeed at virtual recruiting.

April 14, 2021

Breaking a barrier: The first Black partner of Big Eight firm

In 1971, 50 years after the first Black CPA received his license, Elmer J. Whiting Jr. became the first Black partner of one of the nation’s largest accounting firms. His achievement helped to influence and inspire his firm, his community and ambitious professionals following his footsteps.

April 12, 2021

What we can do to increase the number of Black CPAs

African Americans are still underrepresented in the accounting profession: Only 2% of CPAs are Black. In this second part of a two-episode podcast, we look at what the profession can do to increase the number of Black CPAs.

April 12, 2021

How the 2021 busy season is different

Some accounting firms prepared for the 2021 busy season by staffing up and offering more flexible work options for employees dealing with family issues during the pandemic.

April 9, 2021

How hiring practices have shifted as a result of the pandemic

Companies should consider benefits and challenges of hiring workers outside their geographic area.

April 5, 2021

The struggles and triumphs of the first Black CPAs

We take a look at the remarkable accomplishments of Black CPAs in the 20th century, featuring the testimony of two CPAs who witnessed Black CPA history firsthand: Ruth Harris, the first Black female CPA in Virginia, and Frank Ross, one of the founders of the National Association of Black Accountants.

April 5, 2021

Keys to striking an effective balance as a manager

This article offers tips on balancing empathetic leadership with critical business goals.

March 29, 2021

How CPAs can help clients combining households during the pandemic

CPAs share their thoughts on how to help clients through changes in households.

March 22, 2021

Broaching tough conversations with clients

CPAs are knowledgeable about their small business clients’ financial conditions and emotionally removed enough from the organizations to help business leaders see what they often would rather avoid.

March 15, 2021

Opening doors for others: The first Black woman to become a CPA

In 1943, Mary T. Washington Wylie became the nation’s first Black woman to earn the CPA license. Her life illustrates the difference that one enterprising professional can make for many future generations.

FROM THIS MONTH'S ISSUE

4 ways solo practitioners can stand out

Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.