Firm Practice Management
The co-founder of a leading CPA firm explains why Monday is his favorite day of the week, how his firm got out of the “rat race” of hourly billing, and how it has adapted after a merger in this podcast episode with transcript.
The chair of the PCPS Executive Committee shares more about her nontraditional path to CPA firm ownership in this podcast episode with transcript.
Tayiika M. Dennis, CPA, is a principal at CLA (CliftonLarsonAllen LLP), working out of its Century City, Los Angeles, location, and chair of the California Society of Certified Public Accountants.
When clients divorce, CPAs should take steps to avoid getting caught up in their dispute.
CPA leaders, including AICPA & CIMA CEO Barry Melancon, reflect on lessons they will take away from the Future of Finance Summit and offer their hopes for 2023.
Inspector Gadget, aka David Cieslak, is the guest on this podcast episode, which focuses on cybersecurity and CPA-centric holiday gifts.
Client advisory services (CAS) practices reported a median growth rate of 16% over the previous year and projected 15% growth in the current year, according to a survey conducted by CPA.com and AICPA & CIMA.
A dually signed engagement letter is always the best way to document agreed-upon services, especially if a disagreement arises.
The Association of Latino Professionals for America is a vehicle for social change and a networking forum for Latino students, professionals, and businesses.
Heed the advice of one CPA who found a better way to deal with the stress of busy season. Listen to the podcast or read the transcript.
These four steps can help CPA firms distinguish themselves and boost recruitment and retention.
Integrating client advisory services can be challenging for a traditional CPA firm. Here are four steps to do it successfully.
John Sapp is the chief revenue officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.
When a CPA firm engages a third party to help a client with an issue that requires special expertise, the firm may still be held liable for deficiencies in the third-party expert’s work. Professional standards outline steps a firm can take to mitigate this risk.
Client advisory services is the fastest-growing service area in the profession, and some firms have begun to differentiate themselves by providing not only financial services but also strategic business insights.
The co-author of the JofA’s Professional Liability Spotlight column discusses common strategies used by cybercriminals and how they can be mitigated.
Experts say retaining talent is a major concern during consolidations.
This quick-hitting episode covers recent news of interest, including IRS and Social Security Administration annual announcements, why the AICPA is requesting guidance from the IRS and Treasury, and advice for negotiating after you’ve received a job offer.
CPAs can increase their value to clients by providing sound cash-handling advice. Test your knowledge with this quiz.
To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.