CPA firm practice management news and resources

TOPICS

March 4, 2019

How to be a great boss during busy season

This article discusses ways managers can provide support and encouragement to get their teams to the finish line.

March 1, 2019

Dealing with subpoena requests for digital data

CPA firms should evaluate their record storage procedures and consider updating policies for electronically stored information.

February 25, 2019

Small firm spotlight: How we successfully switched to the cloud

A CPA discusses how his small firm moved to cloud-based technology.

February 19, 2019

How to get clients to follow your advice

Having clients fail to take your advice can be frustrating. But by changing the way you offer that advice, you can increase the chances that clients will comply.

February 11, 2019

Public accounting firms benefit by giving back

Many public accounting firms choose to aid their communities and, in turn, inspire their staffs

February 4, 2019

Small firm spotlight: How I recruit and hire new accountants

A small-firm CPA discusses how his firm approaches hiring and suggests finding the overall best fit and not just focusing on specific skills or experience.

February 4, 2019

Ways to ward off cyberthieves outside the office

Working outside the office can leave you open to invasions from hackers if your device or the Wi-Fi network you’re on is not secure.

January 28, 2019

Make your firm’s flex options stand out

This article looks at three insights from a survey on CPA firm flex practices.

January 22, 2019

Listen! Here’s how to improve client experience

This article discusses three steps to strengthen client relationships.

January 14, 2019

CPAs reveal their favorite mentors

Eleven CPAs describe what made their mentors so significant and unforgettable.

January 9, 2019

How to improve communication at small CPA firms

If poor communication is leading to inefficiency — or worse — at your firm, this podcast episode with AICPA board member Melody Feniks will provide strategies that can help.

January 1, 2019

Cyber liability: Managing evolving exposures

Cyber liability exposures and regulations impacting CPA firms’ duties to protect confidential information have evolved significantly in recent years.

January 1, 2019

Smashing the barriers to employee engagement

Among accounting firms, staff retention is a top area of concern. This article looks at actions firms can take to inspire and engage their teams.

January 1, 2019

12 common technology mistakes you should avoid

A typical technology review can uncover dozens of technological shortcomings at your organization. This article describes 12 common shortcomings and offers advice for avoiding them.

January 1, 2019

Challenges continue for African-American accountants

Recently launched affinity programs have improved mentoring opportunities, but African-Americans feel left out of informal social networks and challenged in navigating corporate politics, a new survey shows.

December 19, 2018

CPA firms share their holiday traditions

From Christmas to Mardi Gras to Pi Day, CPA firms celebrate the holidays. See how your fellow CPAs have fun, eat well, and give back all year long.

December 3, 2018

Why CPAs can’t wait on automation tools

Why shouldn’t CPA firms wait on others to develop AI and data analytics tools? Find out in this podcast episode.

December 3, 2018

How to respond to a PR crisis

This article offers ways to help keep your response to bad news from turning into a public relations problem.

December 3, 2018

Books to read before busy season starts

Several CPAs recommend books to help others in the profession prepare for the busy season.

December 1, 2018

Lester McKeever Jr., CPA, J.D.

Accounting firm leaders can position their firms for continued growth by paying close attention to succession planning for their talented people, according to Mitchell Titus partner Lester McKeever Jr., CPA, J.D.