CPA firm practice management news and resources

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May 17, 2019

Sales tax proposals threaten to ensnare CPA firms

Accountants aren’t necessarily being singled out, but rather legislative and city leaders are trying to find ways to spread tax liabilities around a broader base or meet their budget needs.

May 13, 2019

Talking ’bout bots, AI, and the value of time

Rather than seeing technology as “taking over” the work they do, CPAs should take the opportunity to brainstorm with clients and staff about how to add value to businesses.

May 6, 2019

Why you can’t wait to prepare for disaster

Jennifer H. Elder, CPA/CFF, CGMA, co-author of the book “Faster Disaster Recovery: The Business Owner’s Guide to Developing a Business Continuity Plan,” discusses how to prepare so that an organization’s finances and reputation will be protected if a disaster occurs.

May 6, 2019

How to handle office conflict

This article offers tips on how to stay professional, even amid friction.

May 1, 2019

Business development tips to boost a firm’s reach

Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.

May 1, 2019

Discovering a better answer

Meet Bill Reeb, CPA/CITP, CGMA, the AICPA’s 2019–2020 chair.

May 1, 2019

Developing your own specialized niche practice

CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.

May 1, 2019

Providing services to cannabis clients

CPAs should understand the unique risks associated with clients in the cannabis industry and formulate strategies to mitigate those risks.

April 30, 2019

Build employee loyalty with better onboarding

Troy Ashby, CPA, founder of Dallas-Fort Worth-area recruiting firm Benchmark Search Group, outlines steps you can take to improve onboarding and increase new employees’ sense of belonging.

April 29, 2019

How to get started with value pricing

This pricing model could enable you to provide more in-depth and tailored services for clients.

April 29, 2019

How smaller CPA firms handle family leave

Small firms can update policies quickly and understand an employee’s individual needs.

April 15, 2019

Small firm spotlight: How I get referral business

A small-firm CPA discusses his approach to referral business.

April 8, 2019

Ways to keep your talented CPAs

Flexible scheduling can ward off burnout and help retain staff.

April 8, 2019

Hired someone new? Here’s how to make sure they stay

Within the first 90 days, it’s crucial that you successfully convey to new employees the strong investment you are making in them.

April 1, 2019

What CPAs learned during difficult busy seasons

CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.

March 25, 2019

The most important skill for CPAs — and machines

To succeed in the age of artificial intelligence (AI), CPAs must be taught new ways to learn and must learn why machine learning means they should be patient with AI. Find out more in Part 2 of our annual Accounting Technology Roundtable podcast.

March 25, 2019

Rise of tech requires CPAs to trust in human abilities

Technology can never replicate human advice and connection.

March 18, 2019

What CPAs need to know to succeed in new tech age

The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.

March 18, 2019