Both quantity and quality of communication are crucial to the success of a fully remote work model, a leader with immense experience in the space shared at the AICPA Personal Financial Planning Summit 2025.
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TOPICS
Firm practice management
Top 20 firm CohnReznick executes the latest private-equity deal
The partnership, continuing an industrywide trend, necessitates the creation of an alternative practice structure featuring a new CPA firm for attest services and a separate firm for nonattest services.
Want to be CEO of a CAS practice?
A client advisory services expert details the importance of evaluating metrics and not getting bogged down in details — and links good people management to higher client satisfaction.
The cost of doing business: Pay increases may be muted in 2025
A survey of CFOs and finance leaders across all industries reveals that while most still see value in pay bumps for staff, increases may be slowing.
AICPA & CIMA CEO about accounting: ‘The opportunities are endless’
AICPA & CIMA’s new CEO Mark Koziel, CPA, CGMA, shares more of his personal story, including how he learned first-hand about the flexibility that an accounting career can offer. This is the second of a two-part conversation. Listen to the episode or read the Q&A.
Retired partners: A liability risk?
A retired partner may expose a CPA firm to professional liability risk if clients believe the former partner still speaks for the firm and rely upon that individual’s advice.
Activities to ease busy season stress
CPA firms have numerous options to relieve stress and show appreciation.
Risk resolutions for 2025: Remember to put your No. 1 client first
An author of the JofA’s Professional Liability Spotlight column explains some of the catchphrases that have resonated with her over years of providing risk management advice to CPA firms. Listen to the podcast episode or read the Q&A.
A second private-equity company acquires top 20 firm Citrin Cooperman
Blackstone acquires a majority investment made less than three years ago by a fellow private-equity company, the latest in a long line of recent deals involving large accounting firms.
Building and running an accounting podcast
Two professors explain how they produce their Journeys of Accountancy podcasts, which feature successful accountants in a variety of careers.
Why firms should review their pricing
Reviewing and adjusting fees can solve problems with high client demand and low talent supply. Find out how to improve capacity and revenue.
Risk management mantras to add to your daily practice
January is a time to reflect on the past and set your intentions for the year to come.
Engagement quality reviews: What auditors should know
Firms with A&A practices should be aware that the new quality management standards include changes to engagement quality reviews.
Growth in client advisory services set to continue rapid increase
Firms in CPA.com’s CAS Benchmark Survey report a significant increase in median revenue and project an increase of nearly 100% over the next three years.
More return-to-office mandates? Report looks beyond the headlines
While some large companies have recently made news by making their employees return to the office, another trend is making bigger gains across the employment landscape.
How to not lose sleep over NOCLAR
CPAs can be at risk of a claim related to a client’s non-compliance with laws and regulations, or “NOCLAR.” Learn what to do should you encounter suspected NOCLAR.
PKF O’Connor Davies strikes a deal with private equity
The top 30 firm announces investment by two entities in the continuation of an industry trend.
Employers focusing on starting salaries and workload to ease pipeline pain
Accounting graduates are seeing higher initial pay, and a majority of large firms plan to address workload issues in the next six months. These trends are welcomed, but more is needed, writes Sue Coffey, CPA, CGMA, CEO–Public Accounting for the Association of International Certified Professional Accountants.
A new top 10 firm? Two top 15 firms band together
CBIZ completed its acquisition of Marcum, a deal that creates a team of 10,000-plus and revenue that could land CBIZ in the top seven.
Missed due dates: Diligence and the lurking danger
The IRS’s increased enforcement efforts come at a time when claims related to late or missed filings are increasing. A docket system can help avoid these errors, but it can’t do it alone. It needs your diligence.
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