CPA firm practice management news and resources

TOPICS

February 9, 2023

How CPAs focused on advisory services can answer several common questions

A leader in client advisory services shares strategies for growing your CAS practice by delighting clients in this podcast episode with transcript.

February 2, 2023

The number of CFOs who are women hits an all-time high

The percentage of CFOs who are women hit an all-time high last year, and racial and ethnic minorities also continue to make gains in obtaining roles in the C-suite, according to an annual report from Crist Kolder.

February 1, 2023

How the FTC Safeguards Rule may affect your CPA firm

Federal Trade Commission guidelines intended to help protect financial institution customer information may apply to CPAs.

February 1, 2023

Private equity eyes accounting firms large and small

Private-equity investors are increasingly buying into accounting firms. The deals, which carry risks and benefits for the profession, change the way the firms operate.

January 26, 2023

Innovative CPA firm leader: ‘We never had a fear of trying’

The co-founder of a leading CPA firm explains why Monday is his favorite day of the week, how his firm got out of the “rat race” of hourly billing, and how it has adapted after a merger in this podcast episode with transcript.

January 19, 2023

Struggling actor to CPA firm owner: One leader’s unlikely path

The chair of the PCPS Executive Committee shares more about her nontraditional path to CPA firm ownership in this podcast episode with transcript.

January 1, 2023

Tayiika M. Dennis, CPA

Tayiika M. Dennis, CPA, is a principal at CLA (CliftonLarsonAllen LLP), working out of its Century City, Los Angeles, location, and chair of the California Society of Certified Public Accountants.

January 1, 2023

Client breakups can create malpractice risk

When clients divorce, CPAs should take steps to avoid getting caught up in their dispute.

December 14, 2022

Future of Finance takeaways: Talent, transformation, trust

CPA leaders, including AICPA & CIMA CEO Barry Melancon, reflect on lessons they will take away from the Future of Finance Summit and offer their hopes for 2023.

December 8, 2022

The CPA’s guide to technology (and tech gifts)

Inspector Gadget, aka David Cieslak, is the guest on this podcast episode, which focuses on cybersecurity and CPA-centric holiday gifts.

December 7, 2022

CAS practices report growth, optimism for the future

Client advisory services (CAS) practices reported a median growth rate of 16% over the previous year and projected 15% growth in the current year, according to a survey conducted by CPA.com and AICPA & CIMA.

December 1, 2022

50 years of ALPFA: How Latino CPAs found strength in numbers

The Association of Latino Professionals for America is a vehicle for social change and a networking forum for Latino students, professionals, and businesses.

December 1, 2022

Do I really need a new engagement letter for that?

A dually signed engagement letter is always the best way to document agreed-upon services, especially if a disagreement arises.

November 29, 2022

How to make busy season fun (yes, fun)

Heed the advice of one CPA who found a better way to deal with the stress of busy season. Listen to the podcast or read the transcript.

November 29, 2022

How to develop and implement a powerful employer brand

These four steps can help CPA firms distinguish themselves and boost recruitment and retention.

November 28, 2022

4 steps to building a successful CAS practice in a traditional CPA firm

Integrating client advisory services can be challenging for a traditional CPA firm. Here are four steps to do it successfully.

November 1, 2022

Ask the Expert: The rise of contactless tax services

John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.

November 1, 2022

Deliver business insights with CAS 2.0

Client advisory services is the fastest-growing service area in the profession, and some firms have begun to differentiate themselves by providing not only financial services but also strategic business insights.

November 1, 2022

Working with third-party experts

When a CPA firm engages a third party to help a client with an issue that requires special expertise, the firm may still be held liable for deficiencies in the third-party expert’s work. Professional standards outline steps a firm can take to mitigate this risk.

October 27, 2022

Q&A: The 2 most prevalent cyberthreats for CPA firms

The co-author of the JofA’s Professional Liability Spotlight column discusses common strategies used by cybercriminals and how they can be mitigated.

FROM THIS MONTH'S ISSUE

How a CPA beat burnout after strokes, depression

Randy Crabtree, CPA, suffered two strokes in four days and struggled with his mental health for years before he learned to recognize, address, and prevent chronic stress. Learn from his insights on how CPAs can avoid professional burnout.