CPA firm practice management news and resources

TOPICS

September 1, 2025

7 retirement tips for small firm CPAs

Former firm owners share advice on how to exit the profession after a fulfilling career and set up the practice for success.

September 1, 2025

Start risk management with employee onboarding

Include risk management training during new employee onboarding to
help establish their risk
management mindset from
Day 1.

September 1, 2025

2025 tax software survey

CPAs rate their return preparation software’s performance during this year’s tax season.

September 1, 2025

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.

August 27, 2025

Out of office: Employers’ push for more office time meets resistance

While the number of days the average employee is expected to work in the office approaches three, the number of days spent in the office lags behind employer expectations.

August 4, 2025

Wipfli partners with private equity for the latest top 25 firm deal

The already growing firm agrees to a “significant minority investment” from New Mountain Capital, an active player in the growing world of private-equity investment activity among large firms.

August 1, 2025

Professional liability risk stemming from CPA firm acquisitions — part 2

Disparity in processes can lead to heightened risk.

August 1, 2025

Building a better CPA firm: Getting governance right

One firm’s example shows what’s important to consider when firms transform their governance models.

August 1, 2025

How one firm helps recruits pass the CPA Exam

Weinstein Spira provides time for study, food for study groups, and a $10,000 bonus for staff who successfully complete the CPA Exam process.

July 31, 2025

The case for outsourcing: 3 ways to win

While some organizations take a quick glimpse at outsourcing and conclude that it’s not a viable option, those that look closer often unearth alternative uses that can bring value.

July 1, 2025

How to develop your firm’s transformation strategy

The first step in building a better CPA practice is to determine a plan that makes it possible to work less while making more money.

July 1, 2025

Tips for providing the CAS services clients want

Client advisory services could help your firm attract and retain clients. Here’s how to ensure you have the right focus, people, and technology.

July 1, 2025

Transform your business model

In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.

July 1, 2025

Professional liability risk stemming from CPA firm acquisitions – part 1

Failure to perform sufficient due diligence could lead to professional liability claims, as highlighted in the following scenarios.

June 18, 2025

A trailblazing CPA on managing a merger and why it’s OK to lose clients

It’s graduation season, and a CPA firm leader is explaining why it’s OK to see a client “graduate.” Listen to the podcast episode or read the Q&A.

June 1, 2025

How employers can hire the best accounting students

College campuses remain the most fertile ground for finding future accountants. Here are tips for cultivating relationships and landing talent.

June 1, 2025

Form 1065: Pay attention or pay up

Along with the changes brought about by the Bipartisan Budget Act of 2015, the IRS’s focus on partnership returns appears to be undergoing a renaissance. Understand how the environment is changing and how you can be prepared.

May 27, 2025

What leaders need to know about a growing group of employees

As Gen Zs and Millennials begin to become a bigger majority in the workforce, a new survey provides insights into what motivates them to switch jobs and what motivates them to stay.

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.

FROM THIS MONTH'S ISSUE

Want to thrive in an AI world? Power up your people skills

Learn how CPAs can strengthen their human relationships by developing their communication, curiosity, and self-awareness. Artificial intelligence can’t replicate these people skills.