Weinstein Spira provides time for study, food for study groups, and a $10,000 bonus for staff who successfully complete the CPA Exam process.
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TOPICS
Firm practice management
The case for outsourcing: 3 ways to win
While some organizations take a quick glimpse at outsourcing and conclude that it’s not a viable option, those that look closer often unearth alternative uses that can bring value.
How to develop your firm’s transformation strategy
The first step in building a better CPA practice is to determine a plan that makes it possible to work less while making more money.
Tips for providing the CAS services clients want
Client advisory services could help your firm attract and retain clients. Here’s how to ensure you have the right focus, people, and technology.
Transform your business model
In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.
Professional liability risk stemming from CPA firm acquisitions – part 1
Failure to perform sufficient due diligence could lead to professional liability claims, as highlighted in the following scenarios.
A trailblazing CPA on managing a merger and why it’s OK to lose clients
It’s graduation season, and a CPA firm leader is explaining why it’s OK to see a client “graduate.” Listen to the podcast episode or read the Q&A.
How employers can hire the best accounting students
College campuses remain the most fertile ground for finding future accountants. Here are tips for cultivating relationships and landing talent.
Form 1065: Pay attention or pay up
Along with the changes brought about by the Bipartisan Budget Act of 2015, the IRS’s focus on partnership returns appears to be undergoing a renaissance. Understand how the environment is changing and how you can be prepared.
What leaders need to know about a growing group of employees
As Gen Zs and Millennials begin to become a bigger majority in the workforce, a new survey provides insights into what motivates them to switch jobs and what motivates them to stay.
6 tips for first-year partners at CPA firms
In this AICPA & CIMA ENGAGE 25 session preview, leadership coaches demystify common struggles and discuss strategies that new partners can use to thrive in their new position.
The value of stay interviews; also, are business cards becoming extinct?
Two guests discuss the ways employers can focus on retention and engagement — and how outside interests have a way of inspiring us at work. Listen to the podcast episode or read the Q&A with April Walker, CPA, CGMA, and John Garrett.
Changes at the firm? What to do with working papers
In the event of a malpractice claim or a regulatory inquiry, you may need to produce working papers to support your defense.
Baker Tilly, Moss Adams merge to create 6th-largest US CPA firm
The deal, which includes private-equity investments, is expected to close in June. The Baker Tilly CEO will serve as leader of the combined firm until his retirement at the end of the year.
Employee ownership and taxes: Why firms are choosing ESOPs
Converting to an employee stock ownership plan offers firms tax benefits and an alternative to private equity.
Should I disclose my use of gen AI to clients?
Informing clients about the incorporation of generative AI can enhance transparency and trust, ultimately strengthening the client-accountant relationship.
What to know when your client is considering employee ownership
Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different models.
JofA-branded podcast: Critical conversations about business transition planning
In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.
The risk of providing unintentional financial advice
Clients often seek their CPA’s advice on potential investments. Failure to respond properly can leave the CPA subject to lawsuits.
Are you too busy to lead?
Leadership coaches and firm leaders share insights about how to get off the busy-ness treadmill and make time for high-level responsibilities.
Features
FROM THIS MONTH'S ISSUE
Real-life ways small firms use AI
Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.
From The Tax Adviser
July 31, 2026
Current developments in S corporations
July 31, 2026
