CPA firm practice management news and resources

TOPICS

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

4 keys to focusing on customers in a complex world

Developing and delivering on a customer promise can help organizations find a simple road to success in a complex, fast-paced business environment.

October 22, 2018

Struggling to hire? Improve the interview experience

This article discusses the phases of the interview process and ideas for improving the candidate experience.

October 15, 2018

13 signs that your firm is outdated

This article discusses ways to assess your firm’s future readiness in its culture and talent practices.

October 9, 2018

What to do when job candidates “ghost” you

There are steps recruiters and hiring managers can take to avoid ghosting.

October 1, 2018

How to interview for soft skills

Rian Powell explains the right questions to ask during job interviews to assess candidates’ soft skills.

October 1, 2018

Bank-financing an accounting practice sale

This article explains the what, why, and how for firms that may benefit from using SBA 7(a) loans in CPA firm purchases and sales.

October 1, 2018

Benchmarking the features of a 401(k) plan

CPAs who need to evaluate new or existing retirement plans can use these questions to analyze and determine best practices for plan sponsors.

October 1, 2018

Kristen Rampe, CPA

Creating a personal vision and taking responsibility for skills development can help professionals prepare themselves to be leaders, says Kristen Rampe, CPA.

FROM THIS MONTH'S ISSUE

Build reusable Skills in Anthropic’s Claude AI

Instead of rewriting prompts each time, CPAs can turn routine tasks into reusable AI Skills. This Technology Q&A walks through how to build Claude Skills that process files, ask setup questions, and export clean Excel outputs.