CPA firm practice management news and resources

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July 1, 2025

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.

July 1, 2025

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.

July 1, 2025

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.

June 18, 2025

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.

June 1, 2025

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.

June 1, 2025

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.

May 27, 2025

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.

May 16, 2025

6 tips for first-year partners at CPA firms

In this AICPA & CIMA ENGAGE 25 session preview, leadership coaches demystify common struggles and discuss strategies that new partners can use to thrive in their new position.

May 1, 2025

The value of stay interviews; also, are business cards becoming extinct?

Two guests discuss the ways employers can focus on retention and engagement — and how outside interests have a way of inspiring us at work. Listen to the podcast episode or read the Q&A with April Walker, CPA, CGMA, and John Garrett.

May 1, 2025

Changes at the firm? What to do with working papers

In the event of a malpractice claim or a regulatory inquiry, you may need to produce working papers to support your defense.

April 22, 2025

Baker Tilly, Moss Adams merge to create 6th-largest US CPA firm

The deal, which includes private-equity investments, is expected to close in June. The Baker Tilly CEO will serve as leader of the combined firm until his retirement at the end of the year.

April 1, 2025

Employee ownership and taxes: Why firms are choosing ESOPs

Converting to an employee stock ownership plan offers firms tax benefits and an alternative to private equity.

April 1, 2025

Should I disclose my use of gen AI to clients?

Informing clients about the incorporation of generative AI can enhance transparency and trust, ultimately strengthening the client-accountant relationship.

April 1, 2025

What to know when your client is considering employee ownership

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different models.

March 26, 2025

JofA-branded podcast: Critical conversations about business transition planning

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

March 1, 2025

The risk of providing unintentional financial advice

Clients often seek their CPA’s advice on potential investments. Failure to respond properly can leave the CPA subject to lawsuits.

March 1, 2025

Are you too busy to lead?

Leadership coaches and firm leaders share insights about how to get off the busy-ness treadmill and make time for high-level responsibilities.

February 28, 2025

Remote control: 3 tips from a firm founder and remote-work trendsetter

Both quantity and quality of communication are crucial to the success of a fully remote work model, a leader with immense experience in the space shared at the AICPA Personal Financial Planning Summit 2025.

February 28, 2025

Top 20 firm CohnReznick executes the latest private-equity deal

The partnership, continuing an industrywide trend, necessitates the creation of an alternative practice structure featuring a new CPA firm for attest services and a separate firm for nonattest services.

February 27, 2025

Want to be CEO of a CAS practice?

A client advisory services expert details the importance of evaluating metrics and not getting bogged down in details — and links good people management to higher client satisfaction.