CPA firm practice management news and resources

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February 10, 2021

Virtual accounting: How to succeed remotely

Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.

February 8, 2021

How Stack Overflow raised millions while working remotely

This article discusses how one tech firm’s team managed to raise $85 million in investor funding while working remotely during the pandemic.

February 1, 2021

PPP advice for firms: Preach patience to clients

Accounting firms are juggling competing client demands thanks to tax season coinciding with the reopening of the Paycheck Protection Program. How can firms keep from dropping the ball? It starts with taking the time to do the job right.

February 1, 2021

Trust and technology keep productivity up during pandemic

One company discusses how it found a way to magnify the strengths of remote work by employing a more informal check-in style and building on technology’s democratizing effects.

February 1, 2021

Give your staff great feedback — from a distance

This article discusses ways to make giving remote feedback easier and more effective.

February 1, 2021

Expert advice on defending tax and other claims

Learn what CPA firms can do (and should not do) to assist those defending tax professionals against professional liability claims.

February 1, 2021

‘When everything became very real’

CPAs recall the onset of the COVID-19 pandemic and the impact it had on their work.

February 1, 2021

Career development in a virtual world

With employees now less centralized, organizations face greater challenges in growing the knowledge of the workforce.

February 1, 2021

3 tips for building remote-work policies that last

Working from home isn’t going away even after the pandemic finally abates, so employers need to ensure they have a strategy that can stand the test of time.

January 19, 2021

9 ideas on how small firms can improve diversity

Leaders of ethnic minority-owned firms offer tips for what small CPA firms can do to promote greater diversity.

January 13, 2021

AICPA encourages firms to aggressively advance PPP applications

The AICPA said Wednesday that it expects SBA and Treasury to open the Paycheck Protection Program’s application window to all lenders by Friday. The AICPA is also encouraging firms to advance the application process for small business clients seeking relief.

January 11, 2021

Developing a strong fraud-mitigation program

This article suggests practices that can aid in creating an effective fraud-mitigation plan.

January 11, 2021

Keeping microaggressions out of your workplace

This article offers steps firms and individuals can take to make sure microaggressions are not part of their organization.

January 1, 2021

What anti-bias training can — and can’t — accomplish in the workplace

Carefully chosen, well-implemented anti-bias courses can buttress a company’s diversity and inclusion program when they are part of a clear strategy.

January 1, 2021

Advice from the experts: Defending audit claims

Learn what CPA firms can and cannot do to assist those who defend auditors against professional liability claims.

January 1, 2021

Building a truly effective D&I initiative

Studies show that a diverse workforce is a more productive, more profitable one. Establishing a strong diversity and inclusion program takes time, effort, and, above all, commitment from top leadership. Use these guidelines when structuring a D&I program.

December 21, 2020