Firm Operations
In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in CPA firms, and ways you can tell which predominates in your firm.
CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.
Dustin Hall is the director of CPACharge — an Austin, Texas-based company that specializes in payment processing solutions for accounting professionals.
Top-notch billing practices can help
CPAs ensure that they get paid an amount commensurate with the high-value, expertly delivered services they provide. Discounting and lowering fees put CPAs in jeopardy of being underpaid for their services.
This one-stop guide includes common engagement letter questions and resources to help answer them.
Hiring qualified staff emerged as the No. 1 concern of firms employing six or more people in the 2021 AICPA Private Companies Practice Section CPA Firm Top Issues survey.
Many resources are now available to help firms launch CAS practices. CAS experts and firm leaders who’ve taken the plunge share their best advice for getting started.
Guiding clients through opportunities and risks requires a careful process, according to Graylin Smith, CPA, CGMA.
Calvin Leong helps firms understand what APIs are available at Thomson Reuters and how to use them.
CPAs explain their approach to evaluating and parting ways with some clients.
Even seemingly benign requests made of CPAs can raise professional liability risk. Follow this evaluation framework to help understand and manage risk related to requests.
As firm leaders prepare for a post-pandemic work world, they should take care to plot a path that steers clear of potential pitfalls — four of which are explored in this article.
We pull back the curtain on the claim process and highlight what to expect if you face this unfortunate situation.
CPA firms today need more speed, agility, and power to deal with disruption, uncertainty, and clients’ quickly changing needs.
Cyberattackers remain unrelenting in adapting tactics to exploit human and technological vulnerabilities.
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Founders of a fully virtual accounting firm share how accountants can succeed at working remotely now and after the pandemic is over.
According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.
Learn how to evaluate the risk of a prospective client to help keep liability risk at bay.
This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.
Get your clients ready for tax season
Black CPA Centennial, 1921–2021