CPA firm practice management news and resources

TOPICS

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.

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