CPA firm practice management news and resources

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April 6, 2020

CPAs providing billable advisory services to small business may not want to be an agent

The AICPA issued a statement clarifying that the Coronavirus Aid, Relief, and Economic Security (CARES) Act prohibits CPAs and accounting firms from collecting fees from small business clients they help apply for Paycheck Protection Program (PPP) loans.

April 6, 2020

How to achieve partner unity

When partners are on the same page, firms propel forward, as opposed to remaining stagnant.

April 3, 2020

CPAs support business owners during COVID-19 crisis

Accountants weigh in on what their business-owner clients are going through and how they’re providing a reassuring voice and pragmatic advice during a challenging time.

April 2, 2020

Creating webinars to answer client questions

The coronavirus pandemic has unleashed a flood of tax, audit and other accounting-related questions. Webinars offer CPAs an efficient way to tackle topics affecting large numbers of clients, staff or other stakeholders.

March 31, 2020

You’re suddenly WFH: An example of how to adapt

A finance professional working in local government shares how she has adapted to the new work-from-home reality many of us are experiencing.

March 24, 2020

AICPA-led coalition calls for small business funding

An AICPA-led coalition is urging quick government action to avert layoffs and allow small businesses affected by the coronavirus pandemic to continue paying workers. A key step is a federal payroll funding account that small business payroll processors could use to get money directly to employees.

March 23, 2020

How to use feedback as fuel

Leaders should understand not only how to provide effective feedback but how to receive it as well.

March 23, 2020

10 real reasons to go (and stay) remote

This article explores the reasons firms should move to remote work management on an ongoing basis and why resisting remote work and service delivery can place a firm at a competitive disadvantage.

March 22, 2020

Regulators clear way for certain loan modifications amid pandemic

A move by regulators to ease certain restrictions for borrowers in good standing will facilitate loan modifications linked to the coronavirus pandemic. But borrowers will need to act fast to secure relief while still in good standing with their lenders, which has been defined as being less than 30 days past due on contractual payments at the time a modification is implemented.

March 20, 2020