CPA financial planners share questions their clients commonly ask and how they address them.
Firm practice management
How CPAs can turn the great wealth transfer into opportunity
This article offers ways CPAs can meet the needs of the next generation.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
What to know before you go into business with someone
Mark Zyla, CPA/ABV/CFF, joins this edition of the podcast to talk about business prenups and divorce — and how they can impact your business’s valuation.
A CPA firm with Silicon Valley DNA
Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.
What should accountants ask themselves daily?
We asked nine CPAs for the questions they contemplate before their work day begins.
A new staffing model for accounting firms
What will accounting firms and accounting departments look like after lower-level, repetitive tasks are automated and unprecedented amounts of data can be mined for business insights? That topic takes center stage in the second part of our annual accounting technology roundtable podcast.
5 professional liability risks to avoid
This article looks at five scenarios that could put CPA firms at risk and ways to mitigate them.
New agreement smooths pathway to UK audit signing rights for US CPAs
A new agreement provides a clear route for U.S. CPAs to obtain the CA designation from the Institute of Chartered Accountants of Scotland (ICAS) and be on the pathway to U.K. audit signing rights.
Think twice before suing for unpaid fees
Such actions could prompt a client to file a counterclaim for negligence or a regulatory complaint against the CPA firm.
Clients are living longer: How will your practice adapt?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
How AI, blockchain, and automation will reinvent accounting
Three of the profession’s top technology experts discuss the radical changes emerging technologies will bring to accounting — and accountants — over the next 1–5 years.
3 ways to mitigate risk during busy season
This article suggests ideas that can help reduce errors and ensure client expectations are met.
3 truths and 12 responses to drive change
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
Bring more value to your clients with charitable planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
Why your CQ is just as important as your IQ (and EQ)
Developing cultural intelligence (CQ) can help individuals be more successful in an increasingly global and inclusive business environment.
CPA vanity license plates that will make you smile
We tapped accountants in a dozen states to find out why they chose vanity license plates for their vehicles, which clever words or numbers (or both) they chose, and what kind of responses they’ve received from colleagues and others.
More women with CFO titles, but still far behind men
Finance leaders share ways companies can identify a more diverse pool of leadership candidates.
How to streamline the accountant hiring process
Technology tools can help perform much of the prerequisite screening before conducting interviews.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
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How to protect nonprofits from hidden fraud risks
CPAs can help not-for-profits spot the red flags of common schemes, so they can take steps to tighten controls and reduce exposure.
