CPA firm practice management news and resources

A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.

December 1, 2019

What it takes for accounting firms to recruit Gen Z

A survey of accounting students reveals what they do and don’t look for in an employer and which recruiting practices they find most and least appealing.

December 1, 2019

How a landmark AICPA resolution helped diversify the profession

Fifty years after the AICPA’s anti-discrimination
resolution, we look at the progress of diversity initiatives in the accounting profession.

December 1, 2019

What to expect in 2020

CPAs are likely to proceed with caution next year amid unpredictable external forces. But technological innovation seems certain to continue its forward march.

December 1, 2019

Robotic process automation for tax

See what “bots” can do for tax practices and departments.

November 25, 2019

5 steps to a successful sale

Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.

November 25, 2019

How to attract a talent pool diverse in experience

This article offers steps employers can take to make sure they aren’t inadvertently excluding more experienced workers.

November 18, 2019

10 steps to a coaching culture

This article explores the attributes of great coaching cultures and helps you identify the changes you’ll need to make to get there.

November 13, 2019

New opportunities for firms in SOC reporting

Increases in outsourcing and cloud computing have led to clients’ need for CPA assurance on systems and controls.

November 11, 2019

4 must-dos for new firm owners

Firm owners and experts offer advice on tackling the challenges of launching a practice.

November 4, 2019

6 tips for dealing with unhappy employees

This article offers tips on helping an employee out of a gloomy patch.

November 1, 2019

Mary Elliott, CPA

Developing a specialty can help a CPA provide maximum value to clients, according to Mary Elliott, CPA, the CEO of Warren Averett in Birmingham, Ala.

October 15, 2019

How to deliver bad news to clients

Explaining bad news in the right way can make you more valuable to both your client and your employer.

October 15, 2019

Generation Z hits the workplace

This article discusses some of the overarching trends driving this group of incoming CPAs.

October 14, 2019

How to make clients love your firm

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized.