CPA firm practice management news and resources

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December 1, 2020

Client acceptance: A liability gatekeeper

Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.

December 1, 2020

Kim Griffin-Hunter, CPA

Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.

November 23, 2020

3 tips for building remote-work policies that last

This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.

November 19, 2020

How CPAs help clients reinvent struggling businesses during COVID-19

As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.

November 16, 2020

How to help clients dealing with a loved one’s addiction

CPAs can help families navigate the financial side of substance abuse.

November 12, 2020

The value of gamifying CPE learning

A college professor and CPA shares advice on keeping learning interesting and keeping listeners engaged, even when in-person sessions are not possible.

November 4, 2020

Companies rethink the office, but they’re not ready to say goodbye

Most plan to keep their current real estate, but they are reimagining what that space could look like.

November 1, 2020

Program provides scholarships and internships to ethnically diverse students

The AICPA’s 2020 PCPS George Willie Ethnically Diverse Student Scholarship & Internship Program provided scholarships and internships to five ethnic minority accounting students who intend to pursue CPA certification.

November 1, 2020

Unintended consequences of professional referrals

Take care when providing clients with referrals to other professionals.

November 1, 2020

John Colucci, CPA, J.D.

When selling or buying CPA firms, leaders must make sure they find a good cultural fit, according to John Colucci, CPA, J.D.

November 1, 2020

Make sure staff get the right CPE

Firms can maximize the benefits of continuing education by creating a process that directs staff to take courses that best meet their own needs and the needs of the firm.

October 29, 2020

Companies seek ways to report diversity progress

Investors are looking for actions that back up statements about equity.

October 20, 2020

Diversity and inclusion: Tips for moving the needle

Building on a commitment to diversity with efforts to promote inclusion can make a difference in the accounting profession, according to panelists at the AICPA’s fall Council.

October 13, 2020

Office kitchen etiquette mistakes that drive co-workers nuts

Etiquette experts discuss ways to avoid kitchen mistakes and keep harmony among their co-workers.

October 13, 2020

3 things the COVID-19 pandemic has taught CPAs about technology

This article discusses ways to harness technology lessons from this pressure-packed year.

October 1, 2020

Risk alert: COVID-19 and the return to work

A workplace safety plan amid the pandemic requires unique considerations.

October 1, 2020

Barrett Simonis, CPA

Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.

September 28, 2020