CPA firm practice management news and resources

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December 1, 2018

After the merger: Creating a culture of success

Incorporating the right components into a post-merger integration plan and establishing a strong, homogeneous culture can increase the chances of success.

December 1, 2018

Powerful internship programs for smaller firms

Even the smallest firms can benefit from having interns. Try these strategies for recruiting on campus and providing interns with a compelling experience.

December 1, 2018

Learn about your customers with SurveyMonkey

Expanding Your App-titude is now Tech Tools, a name that better reflects the goal of reviewing technology that can help CPAs.

December 1, 2018

Implementing new software

These tips will help you select and implement software effectively.

December 1, 2018

Docket or lose it: Avoiding the risk of missed deadlines

An effective docket system helps reduce the likelihood of a filing error and can make a CPA firm more efficient.

November 19, 2018

What it was like to work for a legendary CPA

Lester McKeever talks about what it was like to work for Mary T. Washington, a legendary accountant who became the first female African-American CPA in 1943, and also offers advice on succession planning at smaller firms.

November 19, 2018

4 steps to prepare for the future of accounting

This article offers tips to make sure you’re ready when the technology is.

November 19, 2018

CPA firm leaders, what will your legacy be?

To compete, firm leaders must accept and invest in change and embrace their NextGen leaders’ ideas much earlier than they might have expected.

November 12, 2018

What CPAs need to know about firm mobility

This episode will bring you up to date on the latest developments in CPA firm mobility.

November 5, 2018

6 tips for creating an effective team culture

This article offers ways to help managers build an effective team and develop exercises to keep it running smoothly.

November 5, 2018

Recognizing staff at the end of the year

Don’t underestimate how much showing your appreciation means to staff.

November 1, 2018

Overcoming obstacles to engagement letter use

Don’t expose your practice to a severe liability claim by relying on one of several fallacious arguments for avoiding the use of engagement letters.

November 1, 2018

Steve Palomino, CPA/CITP, CGMA

Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.

October 22, 2018

Working together to grow the CPA pipeline

Accounting students are the future of the profession. So how can professors and practitioners work together to make sure those students complete their education and go on to earn their CPA license with the skill sets they need to be successful?

October 22, 2018