CPA firm practice management news and resources

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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

Protecting small business clients from predatory loans

CPAs who work with small businesses offer tips for identifying predatory loans and steering clients away from them.

December 14, 2020

Attracting and keeping clients during COVID-19

CPAs offer advice on how to retain and attract clients during difficult times.

December 10, 2020

What to know about holiday travel policies during COVID-19

Firms share the approaches they are using to keep employees safe, and HR experts advise firms to stay current with their state’s guidance, know their rights as employers and communicate policies clearly to staff.

December 2, 2020

Succession issues surge at accounting firms

According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.

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