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The secrets to opening a new CPA office

Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.

Setting expectations

This infographic shows the benefits of using engagement letters, liability risks of not using them, and sources firms can consult in drafting them.

5 key issues that merit CPAs’ attention

Presenters at the inaugural AICPA ENGAGE conference discussed some of the most important issues in the accounting profession, in areas including technology and client management.

Get ready for Gen Z

A new generation is entering the workforce, but don’t mistake them for Millennials.

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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.