Lessons learned from a practice seeking to grow better but not always bigger.
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Firm practice management
Hear all about it: What’s in the December JofA
The JofA’s editor-in-chief highlights the news, features and advice that CPAs will find useful in the December issue of the magazine. Listen to the podcast or read the transcript.
QM is approaching faster than you think — get ready
Tips to catch up on implementing new quality management standards that firms offering audit and accounting services need to put into practice.
How mental shortcuts expose you to wire fraud risk
Despite warnings and trainings, wire fraud claims continue to increase in frequency and severity. Here are some tips to help short-circuit your natural responses to this threat.
Joshua Lance: Remembering a bright light lost
The 40-year-old founder of a virtual CPA firm, who passed away Saturday, made a real difference in the accounting profession and in the lives of those he touched.
Business model transformation: ‘Single best decision I’ve made’
A small-firm owner explains how the decision to cull her client base and change her billing structure netted positive outcomes on a level she couldn’t imagine.
Harnessing collaboration for workplace transformation
Advances in technology are turning the business world upside down — and accounting is no exception. The paradigm shift taking place calls for radical innovation and transformation. Collaboration is the key.
Generative AI and risks to CPA firms
Generative artificial intelligence platforms such as ChatGPT provide many opportunities for CPA firms, but there are also risks that should be considered before jumping in.
Navigating change
Becky Munson, CPA, Partner, Cloud Accounting Services, Eisner Advisory Group, LLC, talks about her experience spearheading the process of combining two CAS practices due to a firm merger.
MAP Survey shows firms on upward trajectory
Benchmarking study finds revenue and profit growth, also identifies areas where accounting practices could bolster their appeal for talent.
Leveraging advanced tech
Dean Sonderegger, Senior Vice President and General Manager Research & Learning, Wolters Kluwer Tax & Accounting North America, discusses how AI is transforming the accounting profession.
The state of DEI: A Q&A with Crystal Cooke
Crystal Cooke, director of Diversity and Inclusion at AICPA & CIMA, assesses the state of DEI initiatives and attitudes in accounting.
ESG Symposium synopsis: How to put firms in the driver’s seat
A new California law is the latest “market driver” pushing ESG reporting forward. With regulations rapidly developing on a global scale, the time has arrived for CPA firms to grab the wheel.
ESOP exploration: Can the ‘new’ ownership model age well?
As one of the nation’s largest CPA firms announces the formation of an employee stock ownership plan, the managing partner at a midsize firm entering its third decade as an ESOP shares some perspective.
Innovation for the modern accounting firm
Cathy Rowe, Vice President and Segment Leader, US Professional Market, Wolters Kluwer Tax & Accounting North America, discusses why innovation is critical to the modern accounting firm’s success.
How 3 firms tackle the audit talent crunch
Nontraditional career paths, international expansions, and automation are among the approaches three firms are using successfully.
Large firm shakes up business model with employee stock ownership plan
BDO USA calls the decision, effective Aug. 31, a ‘game-changer’ established in part to improve the firm’s ability to retain and attract talent.
‘All in this together’: Addressing the CPA pipeline issue
The chair of the newly formed National Pipeline Advisory Group shares how a group of stakeholders aims to address the profession’s talent shortage in this podcast episode with transcript.
How one small firm drastically cut its busy-season hours
Two CPA firm leaders share both their family journey and their firm’s journey to a streamlined work environment, including advice on how to shed unwanted clients, in this podcast episode with transcript.
Succession and practice continuation agreements
Entering into a practice continuation agreement with another CPA can help you plan and prepare for the unimaginable, giving you, your clients, and your next of kin some peace of mind.
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