Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

January 1, 2026

Don’t let a bankrupt client bankrupt you

When clients go bankrupt, CPAs face major liability risks. Learn how to spot red flags and help protect your firm from costly claims and lawsuits.

January 1, 2026

Simple but effective AI use cases for CAS

Discover a six-step process to implement artificial intelligence and explore examples with specific tools.

December 2, 2025

4 reasons why CAS offers a compelling career path

Why educators should help students explore the growing opportunities in client advisory services.

November 1, 2025

A new frontier: CPAs as AI system evaluators

Artificial intelligence has a trust problem. CPAs have the credibility and skill sets to address the issue.

November 1, 2025

Blocking and tackling: Engagement letters for tax compliance services

Failure to have a proper engagement letter can lead to tax claims being asserted against firms. Learn how to help lower your risks.

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.

FROM THIS MONTH'S ISSUE

Tax season quick guide

Get ready for tax season with the JofA’s annual filing season quick guide, an easy-to-use compilation of dollar thresholds, tax tables, standard amounts, credits, and deductions. Download and print for quick reference this tax season.