CPA firm practice management news and resources

TOPICS

November 1, 2024

Missed due dates: Diligence and the lurking danger

The IRS’s increased enforcement efforts come at a time when claims related to late or missed filings are increasing. A docket system can help avoid these errors, but it can’t do it alone. It needs your diligence.

November 1, 2024

Offshoring for CPA firms: The hows and whys

Offshoring can open the door to a global talent pool, but firms should follow best practices and avoid common pitfalls.

October 31, 2024

Reinforcing DEI accountability

Even as the climate for diversity, equity and inclusion remains volatile, the near- and longer-term impacts of DEI on the accounting profession amplify shared accountability.

October 18, 2024

How firms can score the right talent mix

Want to build an employee roster that hits all the right notes? These 3 tips are key.

October 1, 2024

10 tips to help avoid wire fraud scams

CPA firms can protect themselves from falling victim to a wire fraud scheme by taking these actions before, during, and after payment processing.

September 19, 2024

JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips

The JofA’s editor-in-chief highlights the news, features, and advice that CPAs will find useful in recently published and upcoming issues of the magazine. Listen to the podcast episode or read the transcript.

September 9, 2024

Increasing appetite for M&A, AI driving growth, survey finds

Leaders at private and newly public companies are optimistic about growth opportunities, although many view the pivotal role that artificial intelligence plays to be a double-edged sword.

September 6, 2024

A profitable path powered by AI: Benefits of becoming a ‘data master’

Research reveals how a comprehensive plan related to the relationship between data and artificial intelligence can pay dividends.

September 1, 2024

Outsourcing and professional liability

CPA firms that outsource services need to understand what professional liability risks exist and what actions they can take to help mitigate those risks.

September 1, 2024

Rewriting accounting’s employment narrative

Firms and finance departments implement changes to improve the employee experience and create more career accountants.

September 1, 2024

How academia is tackling the accounting talent shortage

Tactics include second-chance test taking, expanded curricula, extra help for at-risk students, and more. Early results are encouraging.

September 1, 2024

Scaling with offshoring

Nick Sinclair, founder, TOA Global, discusses why forward-thinking firms are adopting a blended talent model, integrating onshore, offshore, and on-demand teams.

August 1, 2024

Single-owner firms: The thrill of flying solo

CPAs piloting their own accounting practices share their challenges, successes, and lessons learned.

August 1, 2024

Small firms find success with advisory services

Young and midcareer CPAs are embracing fresh approaches and modern technology to build flourishing CAS practices.

August 1, 2024

IRS funding and a potential rise in malpractice claims

The Service’s beefed-up audit capabilities provided under the Inflation Reduction Act focus on large entities and high-income taxpayers, but others may also face more audit risk, also exposing CPA tax preparers to malpractice claims.

July 31, 2024

Pipeline plan of action: Read the Accounting Talent Strategy Report

One year after its formation, the National Pipeline Advisory Group published its recommendations for improving the talent pipeline.

July 23, 2024

Improving enterprise risk management: 5 steps to success

The results of an annual survey found that organizations have made minimal gains in risk oversight over the past five years despite an increasingly threatening risk landscape.

July 8, 2024

Taxed at work? 4 keys to staying healthy, happy, and productive

Practitioners who once contemplated changing professions share strategies that changed their lives for the better — at the office and away from it.

July 1, 2024

Risk management creates more soft landings

In part 2 of a two-part series exploring the basics of negligence and professional liability litigation, learn why CPAs should interpret risk management advice through the lens of how negligence is litigated.

June 26, 2024