CPA firm practice management news and resources

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June 12, 2020

Q&A: Advocating for justice, diversity, and inclusion

Amid tense and uncertain times, two leaders of the National Association of Black Accountants describe their emotions and a sense of hope that they can produce positive change in the accounting profession and their communities.

June 11, 2020

Take care of your staff’s mental health during COVID-19

Isolation, boredom, uncertainty, stress, and anxiety can all take a toll on staff’s mental health during the pandemic. Try these tactics to support staff and boost their spirits during difficult times.

June 9, 2020

Together, we can make a difference: A 12-step plan to address racism and unconscious bias

Increased resources and focus will be needed to address the consequences of systemic racism and unconscious bias, writes Kimberly Ellison-Taylor, CPA, CGMA, a former AICPA chairman who is executive director, Finance Thought Leadership for Oracle.

June 8, 2020

How large firms manage staff during the pandemic

Experts share the steps their firms have implemented to manage their workforces remotely as they ride out the crisis.

June 1, 2020

A 5-step plan for adding new tech amid COVID-19

While months of testing may not be possible right now, there are still ways to optimize your team members’ experience with new technology.

June 1, 2020

Keep or toss? A guide to CPA firm record retention

Develop a record-retention policy that follows prudent practice without turning into hoarding.

June 1, 2020

Do-it-yourself accounting automations

Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.

May 22, 2020

The technology — and human — lessons of COVID-19

Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.

May 20, 2020

A passion for quality and skill development

Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.

May 15, 2020

Data security tips to help weather a pandemic

Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.

May 15, 2020

Preparing for business interruption claims

CPAs will be critical in helping businesses recover losses in the wake of COVID-19. These six tips from Robert Glasser, CPA/CFF, CGMA, an expert in business interruption accounting, explain how to prepare for making insurance claims for losses caused by the crisis.

May 15, 2020

How the COVID-19 crisis is leading to lasting change

Take a look at 11 ways the pandemic is fundamentally altering our work and society.

May 8, 2020

How to have hard client conversations during a crisis

A four-step approach can help CPAs facilitate the difficult, often emotional conversations needed to help their clients find their way to calmer waters.

April 30, 2020

How family businesses can stay resilient during the COVID-19 crisis

Jonathan Flack, CPA, the U.S. family business services leader at PwC, discusses the struggles family businesses are facing during the current economic crisis, as well as the unique strengths that can help them weather hard times such as these.

April 29, 2020

How CPAs can help small businesses survive the pandemic

Julie Killian, CPA, a shareholder at Clayton & McKervey in Michigan, shares steps smaller businesses can take to improve their financial standing and increase their chances of staying afloat.

April 24, 2020

AICPA addresses CPA firm-lender issues related to PPP

The AICPA made recommendations for the CPA firm-lender relationship for firms seeking to assist their clients with the Paycheck Protection Program.

April 24, 2020

When hard times hit staff

Supporting valued staff experiencing losses and hardships can help organizations respond in compassionate ways, while still meeting the needs of the business.

April 21, 2020

What to know before offering client accounting services

Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.

April 21, 2020

The indirect impacts of COVID-19 on CPA firms

When money is lost, those who are damaged will seek recourse from wherever they can find it, and CPAs can be high on that list of targets.

April 17, 2020

How the COVID-19 crisis is leading to lasting change

The COVID-19 crisis has caused pain, loss and overwhelming gloom. It also is leading to lasting change in the workplace, which may be fundamentally different in many ways after the crisis ends.