CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
Firm practice management
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.
Is your business ready to adapt to demographic and technology changes?
This column discusses tips on how business leaders can adapt to these changes.
Richard Preciado, CPA
Developing deep insight in a specialized area can provide a firm with an important advantage in a competitive marketplace, according to Richard Preciado, CPA, managing partner of Hutchinson and Bloodgood LLP in El Centro, Calif.
No ‘I’ in team
Teamwork is important in helping protect CPA firms from professional liability risks.
Promoting neurodiversity
As companies and firms add neurodiversity to their workforces, they are discovering a pool of talented resources in the autism community.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
How firms can continue to improve audit quality
PCAOB member Jeanette Franzel is calling for audit firms to dedicate additional resources to ensure high-quality audits.
Why are we still auditing on-site?
This article explores reasons for remote auditing.
Want to jettison the annual performance review?
Take a look at how some organizations are making this transformation and the challenges they face.
Which engagement letter reigns supreme?
Here’s why the annual engagement letter is the undisputed champion.
Blockchain: An opportunity for accountants? Or a threat?
Will blockchain technology have a similar harmful effect on CPAs, or will it merely become a useful tool for accountants?
How CPAs can work more closely with female clients
Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.
The cities and states with the most robots
Automation is concentrated only in some areas of the nation, and only in some sectors.
CPA firms find that advancement programs boost recruiting, retention
CPA firms are finding that programs promoting mentoring, sponsorship, and gender and minority initiatives help them recruit and retain good people
Stop scaring away your future leaders
This article explores the things firms do that future leaders dislike and alternative tips.
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
