CPA firm practice management news and resources

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August 1, 2019

In case you missed it: AICPA ENGAGE

Auditing accounting estimates, protecting your data, and advising grieving clients were just a few of the many topics addressed at AICPA ENGAGE 2019.

August 1, 2019

Joe Adams, CPA

Keeping up with the pace of change is an absolute necessity for CPAs and firms, according to Joe Adams, CPA, managing partner and CEO of RSM US LLP.

August 1, 2019

The risk suite: This teenager can mitigate liability angst

Since their issuance in 2006, the risk assessment standards have often been a source of confusion. Here’s how to work with them.

August 1, 2019

Family leave at small firms

Small firms can find ways to support their people even in situations when the Family and Medical Leave Act does not apply.

August 1, 2019

What I’ve learned building a blockchain business

Jagruti Solanki, CPA, CGMA, an assurance partner within the technology and blockchain group at Aprio LLP, reveals what she has learned leading the blockchain services group at the firm.

August 1, 2019

AICPA set to be awarded ‘.cpa’ domain

The extension will be available to CPAs.

July 29, 2019

Interacting with clients outside the busy tax season

CPAs discuss ways to stay in touch with clients year-round.

July 29, 2019

13 more signs your firm is outdated

This article discusses ways firms might be at risk of alienating NextGen talent and clients.

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.