Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

September 1, 2025

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.

July 31, 2025

The case for outsourcing: 3 ways to win

While some organizations take a quick glimpse at outsourcing and conclude that it’s not a viable option, those that look closer often unearth alternative uses that can bring value.

July 1, 2025

How to develop your firm’s transformation strategy

The first step in building a better CPA practice is to determine a plan that makes it possible to work less while making more money.

July 1, 2025

Transform your business model

In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.

June 18, 2025

A trailblazing CPA on managing a merger and why it’s OK to lose clients

It’s graduation season, and a CPA firm leader is explaining why it’s OK to see a client “graduate.” Listen to the podcast episode or read the Q&A.

April 1, 2025

What to know when your client is considering employee ownership

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different models.

February 27, 2025

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.

February 18, 2025

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.

January 16, 2025

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.

December 9, 2024

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.

October 1, 2024

10 tips to help avoid wire fraud scams

CPA firms can protect themselves from falling victim to a wire fraud scheme by taking these actions before, during, and after payment processing.

June 17, 2024

Private equity has big plans for small firms

Investment groups are showing record interest in the field of public accounting, leading many in the profession to look at their options while also looking inward at their business model.

April 1, 2024

Help reduce risk with formal client onboarding

Systematically onboarding clients can help lower professional liability risk by minimizing misunderstandings, miscommunications, and misrepresentations.

March 1, 2024

Diversification or dabbling? You make the call

Undertaking a new service or providing service to a client in an industry with which the CPA is unfamiliar, referred to as “dabbling,” can elevate the risk of errors and professional liability claims. Learn why.

February 1, 2024

Preparing clients for lifestyle changes in retirement

Retirement planning isn’t just about the money. CPA financial planners can help clients prepare in nonfinancial ways as well.

December 1, 2023

Tips for building a firm to the right size for you

Lessons learned from a practice seeking to grow better but not always bigger.

November 1, 2023

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.

October 24, 2023

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.

August 1, 2023

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.

July 1, 2023

Mitigating risk of large FBAR and international tax claims

Claims relating to U.S. filing obligations for foreign activity, including the FBAR, are getting increasingly more severe.

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.