Practice growth & client service

TOPICS / FIRM PRACTICE MANAGEMENT

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 20, 2022

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.

October 1, 2022

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.

October 1, 2022

How firms are seizing the ESG opportunity

Sustainability teams are breaking new ground in accounting firms — but staffing and training remain a challenge.

June 1, 2022

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.

May 13, 2022

5 steps to managing client expectations

Great relationships with clients can be achieved and maintained by proactive communication practices.

May 12, 2022

A finance transformation case study, plus a news roundup

Two consulting company leaders explain the ins and outs of finance transformation and what they learned from a recent client example. Also, get caught up on news related to several CPA-centric topics.

April 1, 2022

8 insights from top-performing CAS practices

Choose both clients and software programs with an eye to efficiency and repeatability.

March 14, 2022

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.

March 1, 2022

FROM THIS MONTH'S ISSUE

Handling increased enforcement of unclaimed property notices

States are changing enforcement of unclaimed property notices. Learn best practices of how companies can tackle compliance and prevent penalties and audits.