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Firm practice management

Restaurant industry recovery aided by CPAs, 2 leaders with longtime ties

CPAs and restaurant owners have worked together closely to overcome the devastating consequences of the coronavirus pandemic. Bill Pirolli, CPA/CFF/PFS, CGMA, and Brian Casey, who are Rhode Island natives and chair their respective association boards, endeavor to help the industry recover.

Finding the best talent using remote interviews

Social distancing and other pandemic precautions don’t have to slow down your search for talent. One organization offers tips for conducting effective remote job interviews.

Coming together to advance Black CPAs

Leaders whose organizations focus on promoting the advancement of Black CPAs, both on their own and as a part of the Black CPA Centennial, offer insights on where the profession stands and where it needs to go.

Use this formula to build trust with clients

Accountants can position themselves as more trustworthy by working through the classic “trust equation” developed by David Maister, Charles Green, and Robert Galford. Angie Grissom, owner of The Rainmaker Companies, illustrates how to do so.

Ask the expert: Practice management

Joining Canopy in 2019, Davis Bell has held critical leadership roles in strategy, operations, and finance. He specializes in creating and managing new products and businesses from scratch to scale.

Avoiding fallout from aggressive tax strategies

CPAs must understand the
significant risk that emanates from “too good to be true” tax strategies even if they “just make introductions,” provide tax consulting services, or prepare returns that reflect these strategies.

Jonyce Bullock, CPA

Career advancement is more achievable for a person who has a plan and shares it with leadership, according to Jonyce Bullock, CPA.

Accounting profession continues to zero in on DEI issues

After a year of heightened focus on diversity, equity and inclusion issues, leaders of the accounting profession are continuing in their commitment to make strides in this area. Accountability and transparency related to these issues will be pivotal in the coming years.

Supporting AAPI talent in May and beyond

A diversity, equity, and inclusion consultant explains why DEI should more often be referred to as DEIB. She also offers tips for organizations and individuals to support employees of Asian heritage.

Diverse faculty attracts diverse students

Professors can shape a student’s experiences, influencing whether students take a course or pursue a career because the person at the front of the classroom looks like them. The first Black CPA Ph.D.s have played an important role in attracting generations of future Black CPAs.

Be more productive while doing less work

CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S.C.

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Tools for finding CAS clients

How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.

From The Tax Adviser

April 30, 2026

Current developments in taxation of individuals: Part 2

April 30, 2026

Hedge funds: Tax structuring, planning, and compliance

March 31, 2026

Current developments in taxation of individuals: Part 1

March 31, 2026

Current Developments in Taxation of Individuals: Part 1