CPA firm practice management news and resources

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February 21, 2017

What you need to know before you sell your firm

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

February 1, 2017

Take a hike: Ending client relationships

Treat a client termination as if it were a hike through uncharted lands.

February 1, 2017

Providing a future: A succession story

For the good of clients and employees, Virginia-based Wall, Einhorn & Chernitzer PC has made long-term success a priority. A gradual, five-year buy-in process is designed to make it affordable for new shareholders to move into their positions in the firm’s leadership.

February 1, 2017

Flexibility as a retention tool

CPA firms are using employee-friendly working arrangements to aid retention in a challenging labor market, according to the 2016 Management of an Accounting Practice (MAP) survey

February 1, 2017

Client accounting services driving revenue growth

The gains are especially big among large CPA firms.

January 30, 2017

Getting to Diversity 4.0

There’s much more to diversity and inclusion than mere representation.

January 30, 2017

Timing your exit

This article offers factors to consider when deciding when to bow out of their firm.

January 23, 2017

How to tame travel costs

This article suggests ways to keep the tab down while traveling on the company dime.

January 17, 2017

8 tips for finding, hiring, and retaining the best busy season staff

Expert sources share their tips on hiring for busy season.

January 17, 2017

Strategies for promoting diversity and inclusion

Here are a few general guidelines to follow when trying to make your business more diverse and inclusive.

January 9, 2017

3 ‘must-haves’ for retaining top talent

This article discusses the things that great people must have to be engaged and to build a career at your firm.

January 1, 2017

How to sponsor diversity in the leadership ranks

A regional accounting firm uses a traditional tool to mix up its traditionally white, male leadership ranks.

January 1, 2017

Professional liability risk resolutions for 2017

Here are the professional liability areas you should concentrate on in the new year.

January 1, 2017

Why audit teams need the confidence to speak up

In an effective audit process, team members need to feel safe to raise questions and concerns without fear of losing credibility.

December 6, 2016

Client accounting services emerges as strong revenue driver for CPA firms

For firms that offer virtual CFO and other client accounting services, the category is becoming a significant contributor to the top line, according to the results of a survey from the AICPA Private Companies Practice Section and CPA.com.

December 1, 2016

MAP Survey: Firms continue to grow revenue

The biennial Management of an Accounting Practice Survey shows broad-based revenue growth.

December 1, 2016

Rising to the top on a reduced schedule

Some CPAs have shown that the long-hours road isn’t the only way to reach the peak of the accounting career mountain.

December 1, 2016

Award recognizes innovation in public accounting firms

Caitlin Lacher and Rachael Higginbotham, marketing team members with the Louisiana-based accounting and business advisory firm Postlethwaite & Netterville, received CPA.com’s Innovative Practitioners 2016 Award.

December 1, 2016

How new CPAs can build a book of business

New CPAs can plant the seeds of future business now by taking steps such as joining groups, solidifying relationships with their contacts, and using social media to raise their profile.

December 1, 2016