CPA firm practice management news and resources

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December 1, 2017

Which engagement letter reigns supreme?

Here’s why the annual engagement letter is the undisputed champion.

November 17, 2017

Blockchain: An opportunity for accountants? Or a threat?

Will blockchain technology have a similar harmful effect on CPAs, or will it merely become a useful tool for accountants?

November 13, 2017

How CPAs can work more closely with female clients

Experts shared their thoughts about how CPAs can build closer working relationships with their female clients.

November 13, 2017

The cities and states with the most robots

Automation is concentrated only in some areas of the nation, and only in some sectors.

November 9, 2017

CPA firms find that advancement programs boost recruiting, retention

CPA firms are finding that programs promoting mentoring, sponsorship, and gender and minority initiatives help them recruit and retain good people

November 6, 2017

Stop scaring away your future leaders

This article explores the things firms do that future leaders dislike and alternative tips.

November 1, 2017

New scams target accounting job seekers

Corporate impersonators are stealing money and information.

November 1, 2017

How to prepare for the annual review of your employee retirement plan

Know the areas to scrutinize in an annual employee retirement plan review to reduce the risk of errors, misunderstandings, or breaches of fiduciary duty.

November 1, 2017

Managing conflicts of interest

Here’s how to ACE a test involving conflicts-of-interest risk management.

October 30, 2017

6 mistakes to avoid with women’s initiatives programs

This column offers tips to help firms hang on to talented professionals and reap the benefits of their investment in women’s initiatives.

October 30, 2017

Why firms shouldn’t just pay CPAs based on their billable hours

Many CPA firms are making a concerted effort to get partners working in areas that play to their strengths—and compensate them for those tasks.

October 23, 2017

How to get a former employee back

According to a recent survey, 23% of professionals have regrets about exiting a former job, and six in 10 workers would consider rejoining a previous employer.

October 23, 2017

Tips for a great mentoring relationship

AICPA Online Mentoring Program participants offer advice to help firms and professionals get the most value out of any mentoring effort.

October 16, 2017

CPAs reveal their most common client questions

Clients also turn to CPAs with questions about all kinds of financial matters, particularly about their companies and accounting.

October 11, 2017

The secrets to opening a new CPA office

Blake Christian, a tax partner with HCVT, drops in to reveal the secrets he’s learned from opening several new offices over the years.

October 10, 2017

How artificial intelligence is changing accounting

Capable accountants will be needed to oversee and use advanced technology.

October 10, 2017

One secret to female CPAs’ success: Frontline managers

This article discusses what frontline managers can do to help women build skills and bolster aspiration and confidence.

October 2, 2017

How to engage next-generation clients

This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.

October 1, 2017

Managing retail challenges

CPAs can use these strategies to help their brick-and-mortar clients.

October 1, 2017

Setting expectations

This infographic shows the benefits of using engagement letters, liability risks of not using them, and sources firms can consult in drafting 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.