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TOPICS / FIRM PRACTICE MANAGEMENT

Practice growth & client service

5 things to stop doing in your firm

Stop putting clients first? Stop making revenue the primary objective? Presenters at ENGAGE explain how these counterintuitive moves could help move your firm in the right direction.

Bad billing practices can affect malpractice risk

Billing and collection practices may not be perceived as a professional liability risk issue, but proactively managing this risk is important to more than just a firm’s financial health. Learn why.

Grow your firm with intention

It’s time to question whether growth is always a good thing. Growth for growth’s sake shouldn’t be the goal.

Of high interest: What rising rates mean for everyone

Higher interest rates affect more than home or vehicle purchases. Learn more about the associated risks of a high-rate environment for practitioners and the clients they advise in this podcast episode with transcript.

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.

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.

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.

IRS annual inflation adjustments, negotiating a job offer, and a quiz

This quick-hitting episode covers recent news of interest, including IRS and Social Security Administration annual announcements, why the AICPA is requesting guidance from the IRS and Treasury, and advice for negotiating after you’ve received a job offer.

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.

Rogue behavior: Risks your CPA firm should avoid

Claim experience of the AICPA Professional Liability Insurance Program has demonstrated that rogue behavior, especially at the partner level, can lead to professional liability claims.

The role of accounting firms amid the crisis in Ukraine

The Russian invasion of Ukraine is taking place more than 4,000 miles from the United States, but the uncertainty and economic stress caused by the war means that business leaders need trusted advice and calm counsel. That’s where accountants can play a key role.

SPONSORED REPORT

Preparing clients for new provisions next tax season

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.

From The Tax Adviser

September 30, 2025

Current developments in taxation of individuals: Part 1

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations