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July 27, 2017

Could unlimited vacation work at your firm?

In this episode, we talk to Teryn Grater, a partner at ATKG, a CPA firm in San Antonio, about how and why they implemented an unlimited paid-time-off policy.

July 17, 2017

How to encourage candor in your office

This column offers tips for creating an atmosphere where everyone feels free to speak up and criticism is delivered in respectful ways.

July 17, 2017

7 ways financial planners can better help Millennials

Millennials have different planning preferences and different goals from earlier generations.

July 10, 2017

Make technology, not talent, your first priority

This column explores five reasons that technology has become an even higher strategic priority than talent.

June 26, 2017

What CPAs need to do to survive the automation revolution

While jobs do disappear with the advent of new technology, new jobs sprout up with them.

June 19, 2017

Why some CPAs bring their dogs to the office

Dogs can add stress relief, joy, and companionship at work.

June 14, 2017

CPA firms: Create a niche practice serving the emerging gig economy

As entrepreneurial workers increasingly embrace the autonomy and flexibility of performing as independent contractors, they need CPA firms to help them with taxes, accounting services and other business needs.

June 14, 2017

Technology trends for accounting firm leaders

Rapid advances in technology are causing headaches and creating opportunities for accounting firms.

June 14, 2017

Create a workplace where employees want to stay

In a competitive environment, managers can do these five things to motivate and retain their best workers.

June 14, 2017

Good clients, bad clients: How to manage them all

Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.

June 14, 2017

Staffing concerns again top list of CPA firm issues

Finding and retaining qualified staff again rank at or near the top of the priority list for firms with more than one professional.

June 13, 2017

Furious rush of digital disruption creates opportunities for CPAs to help clients

The demand is increasing for CPA firms to understand how new technologies are affecting clients.

June 5, 2017

Unlimited paid time off: Is it a good idea for your organization?

This column offers some thoughts organizations should consider before launching their own unlimited PTO policy.

June 5, 2017

How a pilot program is promoting neurodiversity at a Big Four firm

EY launched a yearlong neurodiversity pilot in 2015 to recruit and train individuals on the autism spectrum.

June 1, 2017

To my mentors and mentees: Thank you

A top consultant to the accounting profession offers her view on how mentors have helped her career and the key traits great mentors share.

June 1, 2017

Planning to mitigate risk in tax planning engagements

A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.

June 1, 2017

The business reasons to take a vacation

Organizations can benefit from encouraging employees to take time away from work.

June 1, 2017

The single factor of most concern in the cloud

Our annual technology roundtable explores the importance of multifactor authentication and solutions for securing clients’ data in the cloud.

June 1, 2017

Being responsive to clients

Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.

May 30, 2017

How implementing value pricing can help your staff get more done

Value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.

SPONSORED REPORT

Tools for finding CAS clients

How to find the right CAS clients

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