CPA firm practice management news and resources

TOPICS

July 22, 2019

Tips for working with first-time clients

CPAs offer advice on proving their worth to potentially skeptical clients who aren’t accustomed to paying fees.

July 15, 2019

How firms of any size can innovate

The size and resources of your firm will go a long way in determining what will be a prudent, effective approach.

July 15, 2019

5 ways firms can solidify their business foundation

These action items can help CPAs challenge the assumptions underlying their firms’ business models.

July 8, 2019

Do you have what it takes to start your own firm?

Four firm owners offer the advice about what you should do to run a successful practice.

July 1, 2019

Infographic: Mapping a path forward after Wayfair

CPAs should educate themselves and their clients on the current nexus standard for sales taxes.

July 1, 2019

Succeeding at sponsorship

Following these best practices can help firms create programs that prepare the next generation of leaders and retain the best people.

July 1, 2019

Why patience is important with AI

In Part 2 of our annual accounting technology roundtable, our experts explore aspects of artificial intelligence, including what CPAs can realistically expect from initial AI implementations.

June 17, 2019

Prepare clients for a sudden elder health care crisis

This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.

June 17, 2019

5 advisory traits to succeed at consulting

Consulting services can gain traction faster when your firm instills advisory skills in all your client-facing professionals.

June 13, 2019

Develop a coaching culture in your organization

Listening and asking the right questions are two keys to coaching employees, said ENGAGE speaker Melisa Galasso, CPA, CGMA, founder of Galasso Learning Solutions in Charlotte, N.C.

June 12, 2019

Tax law changes join staffing as a top issue for CPA firms

Finding qualified staff was once again most CPA firms’ top concern, according to the 2019 PCPS CPA Firm Top Issues Survey.

June 11, 2019

When choosing technology, put clients first

Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

June 10, 2019

How to motivate and retain your talent

Invest in employees’ growth and development, and they’ll stay loyal to you, said ENGAGE speaker Philip Palaveev, founder of business management consulting firm The Ensemble Practice.

June 10, 2019

Finding time for new skills while working

CPAs share advice on how to juggle classes on top of already busy work and personal schedules.

June 3, 2019

Interviews that will get you the staff you want

Troy Ashby, CPA, offers helpful, concrete suggestions for improving the candidate experience and ensuring applicants form a positive emotional connection with your organization.

June 1, 2019

How to keep your talented CPAs

Companies are improving retention, MAP survey shows.

June 1, 2019

What’s ‘critical’ for CPAs to learn in an AI-powered world

The experts in our eighth annual accounting
technology roundtable focus on the development of machine-learning algorithms, along with the new skills and ways of thinking necessary to keep pace with AI.

June 1, 2019

Effective communication to help avoid litigation

Don’t let a “failure to communicate” escalate into a loss of clients or costly litigation.

June 1, 2019

Accounting firm data breaches: One state’s records

An examination of Maryland’s records of accounting firm data breaches reveals what is known about these illicit activities and how to protect your firm.

May 20, 2019