CPA firm practice management news and resources

TOPICS

April 8, 2026

What small firms are getting right about tech and why they’re not alone

Small CPA firms, “the heart and center” of the accounting profession, are the focus of this episode of the JofA podcast. An AICPA vice president discusses how AI and automation are leveling the playing field and how innovation can thrive in smaller practices. Listen to the episode or read the Q&A.

April 7, 2026

Executive turnover slows, but AI strategy remains unclear

A global survey reveals that executives aren’t changing jobs nearly as often as they did a year ago, but many are seeking better internal support for strategic objectives built around artificial intelligence.

April 2, 2026

Liability lessons on documentation, high-profile clients, CAS engagement letters

An author of the JofA’s Professional Liability Spotlight column explains why documentation matters in defending liability claims and what can go wrong when CPA firms serve high-net-worth or celebrity clients. Listen to the episode or read the Q&A with Sarah Ference, CPA.

April 1, 2026

Tips for writing CAS engagement letters

The nature of a client accounting and advisory services engagement is determined solely by the agreement between the accountant and client.

March 27, 2026

IESBA to assess need for standards on alternative practice structures

The International Ethics Standards Board for Accountants will examine whether new standards are needed to address ethical considerations related to the prevalence of private-equity investment in the accounting profession — a topic already being addressed by the AICPA Professional Ethics Executive Committee.

March 9, 2026

Top 50 firm announces new majority private-equity investment

Schellman’s investment from Goldman Sachs, a transaction expected to close in the second quarter of this year, comes after its initial private-equity deal with Lightyear Capital in 2021.

March 1, 2026

Luxury liabilities: Serving high-net-worth clients

Managing the lifestyles of the rich and famous has its appeal. You can make money while also getting a glimpse into a world most people never get to see. But not everything is glitter and gold. Though these engagements offer intriguing and lucrative opportunities, they also present heightened risks. Imagine

February 26, 2026