Many CPA firms post sparingly and need better training and policies around social media, a new survey shows.
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Firm practice management
Survey: Financial planning services help firms retain clients, increase revenue
Adding personal financial planning (PFP) services can help a CPA firm attract and retain clients and increase its revenue, the AICPA’s recent Economic Benefit of PFP Services survey found.
2014 MAP Survey: Firms experience growth, stockpile cash
U.S. public accounting firms are socking away chunks of equity, according to the 2014 Management of an Accounting Practice (MAP) Survey from the AICPA Private Companies Practice Section (PCPS) and the Texas Society of CPAs (TSCPA).
How to price an owner’s interest in a CPA firm
Many accounting firms are facing a daunting challenge paying for partner retirements. Long-standing buyout agreements often aren’t calibrated for today’s demographic and market realities. This article shows how firms can assess and adjust the terms and types of buyout agreements to facilitate successful ownership transitions.
Expanding your app-titude
A monthly look at mobile apps that can make the CPA’s job and life better. This month: Clarity, QuickBooks Online, and Xero.
Buckle up: The importance of engagement letters
If your firm has never used engagement letters or perhaps has not implemented them consistently, where do you start? Here are some tips to help increase the efficiency and effectiveness of this critical tool.
Robert J. Ciaruffoli, CPA
A conversation with Robert J. Ciaruffoli, CPA.
2014 MAP survey: Firms experience growth, stock up on cash
U.S. accounting firms are storing up equity as they prepare for a number of financial challenges over the next few years. That’s one of the findings of the 2014 National Management of an Accounting Practice (MAP) Survey, released Monday by the AICPA Private Companies Practice Section (PCPS) and the Texas
Are social media posts protected? What all employers need to know about the NLRB and social media
The following strategies can help reduce the likelihood of a lawsuit or regulatory action due to a violation of Section 7 of the NLRA associated with employee use of social media.
Balance, teamwork part of vision for future
A team-oriented work culture and work/life balance are keys to keeping young CPAs engaged in the profession, says Jennifer Highsmith, a senior audit associate in Florida who became the AICPA’s 400,000th member.
Making manager: The key to accelerating a career in public accounting
Being promoted to manager is a key development in a young public accountant’s career. Here’s what CPAs need to learn to land that promotion.
Pricing issues for midsize and large firm sales
Partners in midsize to large firms face many challenges and complexities when negotiating a sale of their ownership interest.
Succession challenges for U.S. CPA firms to tackle
U.S. public accounting firms must tackle five challenges in their succession planning to fill the gaps left by Baby Boomer partners who have begun to retire, according to results from a Global Accounting Alliance survey.
How to deliver successful diversity and inclusion results and benchmark your progress
As leaders in the accounting profession come to understand the business case for diversity and inclusion, they often have a similar quandary. “The next natural question is, ‘So what do I do about it?’ ” said Kenneth Bouyer, CPA, chairman of the AICPA National Commission on Diversity & Inclusion and
Ibanez ruling set precedent for right of CPAs to advertise dual credentials
This June marked the 20th anniversary of a U.S. Supreme Court ruling that remains of interest to the accounting profession because the litigants included a state board of accountancy and a dually credentialed attorney advertising that she was both a CPA and an attorney. In Ibanez v. Florida Board of
Pricing issues for small firm sales
When it comes to negotiating accounting practice sales, the owners of small firms often enjoy some big advantages over their counterparts at large firms. Why? Find out in this article, which examines the factors that determine the final price paid for a small accounting practice.
CPAs have opportunities in financial planning and forecasting
Many accountants may have opportunities to expand their service offerings to small business clients by providing financial planning and forecasting, according to a new survey. Just one in three accountants offers financial planning or forecast services as part of clients’ business planning process, according to a survey of 150 accountants
A pipeline for diversity
A professionwide effort to grow the ranks of underrepresented minorities in accounting has been developed by the Howard University School of Business Center for Accounting Education’s Pipeline Working Group, supported by the AICPA. The initiative is focusing on reaching out to high school and community college students in an effort to create a pipeline of talent to the profession.
Time’s up: The benefits and challenges of moving away from the billable hour
Transitioning away from a billable-hour model can improve margins and customer relations. But it also comes with plenty of challenges. Learn how one firm made the switch.
All in a dishonest day’s work
It’s difficult to believe, but sometimes CPA firm employees, and even partners, steal from clients. While a CPA firm’s leaders may believe this would never happen to them, claim experience in the AICPA Professional Liability Insurance Program demonstrates this does occur.
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
From The Tax Adviser
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Current developments in taxation of individuals: Part 1
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Current Developments in Taxation of Individuals: Part 1
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