CPA firm practice management news and resources

TOPICS

June 14, 2017

Good clients, bad clients: How to manage them all

Success starts with honing in on a firm’s “sweet spot” in terms of services provided, and identifying the firm’s best (and worst) clients.

June 14, 2017

Staffing concerns again top list of CPA firm issues

Finding and retaining qualified staff again rank at or near the top of the priority list for firms with more than one professional.

June 13, 2017

Furious rush of digital disruption creates opportunities for CPAs to help clients

The demand is increasing for CPA firms to understand how new technologies are affecting clients.

June 5, 2017

Unlimited paid time off: Is it a good idea for your organization?

This column offers some thoughts organizations should consider before launching their own unlimited PTO policy.

June 5, 2017

How a pilot program is promoting neurodiversity at a Big Four firm

EY launched a yearlong neurodiversity pilot in 2015 to recruit and train individuals on the autism spectrum.

June 1, 2017

To my mentors and mentees: Thank you

A top consultant to the accounting profession offers her view on how mentors have helped her career and the key traits great mentors share.

June 1, 2017

Planning to mitigate risk in tax planning engagements

A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.

June 1, 2017

The business reasons to take a vacation

Organizations can benefit from encouraging employees to take time away from work.

June 1, 2017

The single factor of most concern in the cloud

Our annual technology roundtable explores the importance of multifactor authentication and solutions for securing clients’ data in the cloud.

June 1, 2017

Being responsive to clients

Prompt, effective responses to clients’ concerns are essential for firms and CPAs, who take pride in their reputation for service.

May 30, 2017

How implementing value pricing can help your staff get more done

Value pricing can help staff get more done because billing by the hour can remove incentives to work efficiently.

May 30, 2017

What people like to do on vacation—and why CPAs should care

Insight is valuable for CPAs who work with clients in the travel and leisure industry because it can help them shape more efficient business strategies.

May 23, 2017

Big Four benefit as consulting spending rises in U.S.

Demand for cybersecurity consulting helped drive the growth, accounting for $7.1 billion in revenue.

May 22, 2017

What you need to know as Gen Z enters the workforce

The first members of Generation Z are graduating from college and entering the workforce. And it would be a big mistake to expect them to behave like Millennials.

May 15, 2017

How firms can help employees obtain their CPA license

This column offers tips on supporting employees through the exam process.

May 15, 2017

What makes workers stay

This column looks at the three main causes of turnover across industries.

May 8, 2017

How to protect your CPA practice from hackers

Nick Graf, an ethical hacker with CNA, discusses all the cyber threats that go bump in the night and ways to prevent them from harming your business.

May 1, 2017

How to create a more focused practice

Offering too many service lines is this not optimal for clients and can create unnecessary risk to your practice.

May 1, 2017

How firms find skilled staff during a hiring boom

firms need to take different approaches to market themselves to attract CPAs.

May 1, 2017

Theresa Richardson, CPA

Theresa Richardson, CPA, is a partner and the chief talent officer at WithumSmith+Brown. As chief talent officer, she reports directly to the firm’s CEO and oversees all aspects of talent.

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.