It is imperative to understand the impact of PE’s push to invest in CPA firms – and what to tell students.
Firm practice management
Few companies strategically using risk management
Even though most leaders look at risk when evaluating new strategic initiatives and don’t view a lack of value as a barrier to implementation of risk management measures, few put it all together and turn enterprise risk management into a competitive advantage.
7 retirement tips for small firm CPAs
Former firm owners share advice on how to exit the profession after a fulfilling career and set up the practice for success.
Start risk management with employee onboarding
Include risk management training during new employee onboarding to
help establish their risk
management mindset from
Day 1.
2025 tax software survey
CPAs rate their return preparation software’s performance during this year’s tax season.
Building a better CPA firm: Stepping up service offerings
A key step in business model modernization is determining how to implement services that satisfy clients and employees.
Out of office: Employers’ push for more office time meets resistance
While the number of days the average employee is expected to work in the office approaches three, the number of days spent in the office lags behind employer expectations.
Wipfli partners with private equity for the latest top 25 firm deal
The already growing firm agrees to a “significant minority investment” from New Mountain Capital, an active player in the growing world of private-equity investment activity among large firms.
Professional liability risk stemming from CPA firm acquisitions — part 2
Disparity in processes can lead to heightened risk.
Building a better CPA firm: Getting governance right
One firm’s example shows what’s important to consider when firms transform their governance models.
How one firm helps recruits pass the CPA Exam
Weinstein Spira provides time for study, food for study groups, and a $10,000 bonus for staff who successfully complete the CPA Exam process.
The case for outsourcing: 3 ways to win
While some organizations take a quick glimpse at outsourcing and conclude that it’s not a viable option, those that look closer often unearth alternative uses that can bring value.
How to develop your firm’s transformation strategy
The first step in building a better CPA practice is to determine a plan that makes it possible to work less while making more money.
Tips for providing the CAS services clients want
Client advisory services could help your firm attract and retain clients. Here’s how to ensure you have the right focus, people, and technology.
Transform your business model
In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.
Professional liability risk stemming from CPA firm acquisitions – part 1
Failure to perform sufficient due diligence could lead to professional liability claims, as highlighted in the following scenarios.
A trailblazing CPA on managing a merger and why it’s OK to lose clients
It’s graduation season, and a CPA firm leader is explaining why it’s OK to see a client “graduate.” Listen to the podcast episode or read the Q&A.
How employers can hire the best accounting students
College campuses remain the most fertile ground for finding future accountants. Here are tips for cultivating relationships and landing talent.
Form 1065: Pay attention or pay up
Along with the changes brought about by the Bipartisan Budget Act of 2015, the IRS’s focus on partnership returns appears to be undergoing a renaissance. Understand how the environment is changing and how you can be prepared.
What leaders need to know about a growing group of employees
As Gen Zs and Millennials begin to become a bigger majority in the workforce, a new survey provides insights into what motivates them to switch jobs and what motivates them to stay.
Features
SPONSORED REPORT
Preparing clients for new provisions next tax season
As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.
