CPA firm practice management news and resources

TOPICS

October 1, 2016

5 things leaders should never say

Want to keep your best CPAs from jumping ship? This article explores alternatives to the phrases best left unsaid.

October 1, 2016

Use standard terms to build a liability shield

Firms should add standard terms and conditions to all engagement letters.

September 26, 2016

How to get—and keep—the best administrative staff

It’s essential that public accounting firms hire quality administrative employees and then try hard to retain them.

September 26, 2016

How firms can close the gender gap

Women face 6 major challenges to achieving upward mobility equal to that of their male counterparts. Fortunately, organizations can take steps to address each issue.

September 6, 2016

Building trust in the workplace

Employers and employees both must take deliberate steps to help build trust.

September 1, 2016

Digital marketing: Please try the content soufflé

The good news is that CPAs amass a great deal of knowledge and wisdom that can be easily shared online.

September 1, 2016

CPA firms struggling with succession

As Baby Boomer partners reach retirement age, they are having difficulty delegating work to staff members and developing leaders to replace them.

September 1, 2016

How to keep clients after an accounting practice sale

Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. Buyers and sellers both have pivotal parts to play if they want to maximize the benefits and minimize the risks of the transition process.

September 1, 2016

Reassuring your staff in uncertain times

Leaders must communicate clearly and openly to maintain employee morale when the unknowns are greatest.

September 1, 2016

Risk management: Worth its SALT

These tips will help practitioners manage the professional liability risks stemming from state and local tax issues.

September 1, 2016

Rewarding employees

To offer your staff the right incentives, determine what they value most. Flexible working options and clear career paths matter more than salary to some.

August 30, 2016

Continued rise projected for accountants’ starting salaries in 2017

Increases in starting salaries for US accounting and finance positions will range from 3.0% to 4.3% in 2017, according to a new salary guide.

August 22, 2016

Got a few challenging clients?

Here are some steps you can take to minimize conflict or tension that arises due to miscommunication or other issues.

August 10, 2016

U.S. accounting salaries continue to escalate

Accounting and finance salaries in the United States are projected to rise 2.8% in 2017, according to a salary guide published by recruiting firm Accounting Principals.

August 8, 2016

9 tips for Microsoft PowerPoint for CPAs

These tips can help you make better presentations more easily.

August 1, 2016

5 phrases established leaders should never say again

This article explores phrases that frustrate and disappoint future leaders and offers alternatives.

August 1, 2016

CPAs contend with tax ID theft

A majority of CPAs surveyed say this scourge affects their practices and is often difficult to resolve.

August 1, 2016

Controlling your data

CPA firms can be a treasure-trove of information for cybercriminals. Here are tips on how to protect your firm.

August 1, 2016

Toolkit aims to help firms with change

The toolkit is available at aicpa.org/pcps/inmotion.

August 1, 2016

Recruiting the best: What CPAs could learn from college coaches

Accounting recruiters can learn a lot from college coaches, who go to great lengths to build relationships with talented high school athletes and are increasingly identifying talent early.

FROM THIS MONTH'S ISSUE

How to replace running totals in Excel

Accountants routinely copy down formulas in Excel to track cumulative balances, such as cash flow and retained earnings, but there is a better way. This JofA Technology Q&A article shows the way with step-by-step instructions and a video walkthrough.