CPA firm practice management news and resources

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May 16, 2025

6 tips for first-year partners at CPA firms

In this AICPA & CIMA ENGAGE 25 session preview, leadership coaches demystify common struggles and discuss strategies that new partners can use to thrive in their new position.

May 1, 2025

The value of stay interviews; also, are business cards becoming extinct?

Two guests discuss the ways employers can focus on retention and engagement — and how outside interests have a way of inspiring us at work. Listen to the podcast episode or read the Q&A with April Walker, CPA, CGMA, and John Garrett.

May 1, 2025

Changes at the firm? What to do with working papers

In the event of a malpractice claim or a regulatory inquiry, you may need to produce working papers to support your defense.

April 22, 2025

Baker Tilly, Moss Adams merge to create 6th-largest US CPA firm

The deal, which includes private-equity investments, is expected to close in June. The Baker Tilly CEO will serve as leader of the combined firm until his retirement at the end of the year.

April 1, 2025

Employee ownership and taxes: Why firms are choosing ESOPs

Converting to an employee stock ownership plan offers firms tax benefits and an alternative to private equity.

April 1, 2025

Should I disclose my use of gen AI to clients?

Informing clients about the incorporation of generative AI can enhance transparency and trust, ultimately strengthening the client-accountant relationship.

April 1, 2025

What to know when your client is considering employee ownership

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different models.

March 26, 2025

JofA-branded podcast: Critical conversations about business transition planning

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

March 1, 2025

The risk of providing unintentional financial advice

Clients often seek their CPA’s advice on potential investments. Failure to respond properly can leave the CPA subject to lawsuits.

March 1, 2025

Are you too busy to lead?

Leadership coaches and firm leaders share insights about how to get off the busy-ness treadmill and make time for high-level responsibilities.

February 28, 2025

Remote control: 3 tips from a firm founder and remote-work trendsetter

Both quantity and quality of communication are crucial to the success of a fully remote work model, a leader with immense experience in the space shared at the AICPA Personal Financial Planning Summit 2025.

February 28, 2025

Top 20 firm CohnReznick executes the latest private-equity deal

The partnership, continuing an industrywide trend, necessitates the creation of an alternative practice structure featuring a new CPA firm for attest services and a separate firm for nonattest services.

February 27, 2025

Want to be CEO of a CAS practice?

A client advisory services expert details the importance of evaluating metrics and not getting bogged down in details — and links good people management to higher client satisfaction.

February 21, 2025

The cost of doing business: Pay increases may be muted in 2025

A survey of CFOs and finance leaders across all industries reveals that while most still see value in pay bumps for staff, increases may be slowing.

February 18, 2025

AICPA & CIMA CEO about accounting: ‘The opportunities are endless’

AICPA & CIMA’s new CEO Mark Koziel, CPA, CGMA, shares more of his personal story, including how he learned first-hand about the flexibility that an accounting career can offer. This is the second of a two-part conversation. Listen to the episode or read the Q&A.

February 1, 2025