To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.
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TOPICS
Firm practice management
Guiding principles for today’s boards of directors
Boards of directors are facing unprecedented questions, but a report from the National Association of Corporate Directors offers a framework for finding answers.
Fraud risk applies to all CPA firm services
Regardless of the services they provide, CPAs can face professional liability claims asserting that they failed to detect a theft or fraud at a client organization.
How firms are seizing the ESG opportunity
Sustainability teams are breaking new ground in accounting firms — but staffing and training remain a challenge.
How to go easier on staff during busy season
Many firms across the country have begun to abolish
requirements for high-hour workweeks during busy
season. Here’s how they are doing it.
What small firms need to know about succession and M&A
CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible. An expert on M&A trends and firm succession explains key considerations.
CAQ increases diversity efforts with new initiative
The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.
4 ways to ‘break the bias’ and support women in your organization
Asking questions is a first step towards addressing the problem of gender inequity, says Tracey Walker of RSM US, who will share her experiences at this year’s AICPA & CIMA Women’s Global Leadership Summit.
What everyone can do to strengthen the next generation of CPAs
Firms, faculty, and CPAs all play crucial roles in promoting the profession to young people. Here are ways you can bolster the pipeline.
Cybersecurity risk: Constant vigilance required
These tips can help diminish the likelihood and
impact of a cyberattack.
The payoffs of RPA for one accounting firm
How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.
Diversity among CEOs, CFOs continues to rise
Executive recruiting firm Crist Kolder’s annual report shows record levels of female and racially or ethnically diverse leadership at large companies.
2022 tax software survey
CPAs assess how their return preparation products performed.
Malpractice claims in 2021 and future predictions
A look at claims against CPA firms in 2021 reveals some changes from prior years and points to future trends in this area.
Why growing knowledge is more important than proving knowledge
A firm managing director explains how he would approach the start of his career if he could begin again, what’s next for remote and hybrid work, and how organizations can ramp up risk management.
Breaking down the top issues facing CPA firms
Two CPA leaders analyze the critical issues identified by firms in a recent survey, including IRS service, succession planning, retention, and more.
Kovel agreement basics for you and your client
Kovel agreements, where an attorney, rather than the client, engages a CPA, may provide the client greater protection by extending attorney-client and attorney work product privileges to the CPA.
Top firms dig deeper to retain employees
As the Great Resignation continues unabated, top firms are beginning to raise starting salaries and add benefits to keep employees from looking for greener pastures.
Top 25 firm Cherry Bekaert reveals transformative private equity investment
Cherry Bekaert LLP has become the latest top 25 firm to attract private equity funding, announcing that Parthenon Capital has made a strategic investment that splits the Raleigh, NC-based firm into two parts.
From the archives: How purpose can play a bigger role in business
An author and Harvard Business School professor explains why companies should have a larger role in society than providing shareholder value in this podcast episode with transcript.
Features
FROM THIS MONTH'S ISSUE
Building a better CPA firm: Stepping up service offerings
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From The Tax Adviser
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2025 tax software survey
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