CPA firm practice management news and resources

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March 1, 2021

Assessment is key to a successful D&I effort

Before launching a diversity and inclusion program, learn where your organization stands in terms of D&I. Tools such as the AICPA’s Accounting Inclusion Maturity Model can help you track your progress.

March 1, 2021

Data thieves strike at any weak point

Cyberattackers remain unrelenting in adapting tactics to exploit human and technological vulnerabilities.

February 25, 2021

Alaska, Maine, and Oklahoma weigh CPA firm mobility bills

Alaska, Maine, and Oklahoma are the latest states to consider CPA firm mobility legislation, which allows CPA firms that meet certain licensing requirements to provide their services across state lines in order to serve clients without the need to obtain an additional license.

February 22, 2021

How to support working parents without losing efficiency

This article explores policies companies can put in place to support employees with children during this uniquely challenging time without sacrificing efficiency.

February 22, 2021

The year ahead: CPAs share their ambitions and goals

CPAs from across the country discuss what they’re looking forward, the skills and technology they’d like to master, and the business opportunities they think might be available.

February 18, 2021

Black CPA Centennial celebrates first Black CPA

John W. Cromwell Jr., the son of a former slave, overcame many obstacles in his life to earn his place in history as the nation’s first Black CPA in 1921. His story is an inspiration and lesson in tenacity for future generations of Black accountants.

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