CPA firm practice management news and resources

TOPICS

May 17, 2018

How accounting firms can tap into benefits of AI

The technology can help empower existing professionals, not necessarily remove them, particularly in specialist fields.

May 1, 2018

Understand your firm’s risk profile

This data can help CPA firms evaluate and address professional liability risks in their practice.

May 1, 2018

Establishing quality control in a tax practice

Every firm should maintain a system for communicating best practices to partners and staff.

May 1, 2018

Giving employees skin in the game

Educating employees in a fun way about profitability paid dividends for one CFO and her company.

May 1, 2018

Customizing talent development

Walter & Shuffain PC, a fast-growing firm in Boston, has fashioned a leadership development program to prepare its most promising people to advance.

May 1, 2018

New agreement smooths pathway to UK audit signing rights for US CPAs

Eligible CAs and CPAs need only pass one exam, in addition to satisfying other requirements.

April 30, 2018

Beyond Boomers and Millennials: Bridging the generational gap in the workplace

Robby Riggs reveals what younger workers really want from an employer, and shares practical steps leaders can take to create rapport between older and younger employees.

April 30, 2018

Have you embraced innovation, diversity, and inclusion?

Offering new products and services can help your firm or organization stay afloat and grow.

April 30, 2018

The robots are not just coming, they are already here

In the accounting technology industry, machine learning systems are already working in the background.

April 23, 2018

Why Millennial CPAs should consider firm ownership

This column details the reasons firm ownership can be a great career path for young, entrepreneurial CPAs.

April 20, 2018

What CPAs need to know about providing services to marijuana businesses

Providing accounting services to marijuana businesses is full of potential legal and ethical minefields.

April 16, 2018

Want to bring your employees together? Send them on a “Death March”

For 40 years, employees at HMWC CPAs and Business Advisors in Orange County have taken part in an annual tradition dubbed the “Death March”: a camping, hiking, or rafting trip in one of the continent’s most beautiful national parks.

April 16, 2018

Add value with planning advisory services

CPA financial planners share questions their clients commonly ask and how they address them.

April 16, 2018

How CPAs can turn the great wealth transfer into opportunity

This article offers ways CPAs can meet the needs of the next generation.

April 2, 2018

How to help clients rebound from a natural disaster

CPAs share tips on how to provide clients with the emotional support and financial know-how.

March 26, 2018

What to know before you go into business with someone

Mark Zyla, CPA/ABV/CFF, joins this edition of the podcast to talk about business prenups and divorce — and how they can impact your business’s valuation.

March 19, 2018

A CPA firm with Silicon Valley DNA

Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.

March 19, 2018

What should accountants ask themselves daily?

We asked nine CPAs for the questions they contemplate before their work day begins.

March 7, 2018

A new staffing model for accounting firms

What will accounting firms and accounting departments look like after lower-level, repetitive tasks are automated and unprecedented amounts of data can be mined for business insights? That topic takes center stage in the second part of our annual accounting technology roundtable podcast.

March 5, 2018

5 professional liability risks to avoid

This article looks at five scenarios that could put CPA firms at risk and ways to mitigate them.

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.