Why CPAs should always prepare engagement letters for clients
Three reasons why client engagement letters are essential, according to Deborah Rood, CPA.
Firm Practice Management
How to make women’s initiatives more successful
Nancy Droesch, CPA, co-founder of WILLO LLC, explains what employers can do to make their women’s initiatives stronger and more successful.
How accounting firms can tap into benefits of AI
The technology can help empower existing professionals, not necessarily remove them, particularly in specialist fields.
Understand your firm's risk profile
This data can help CPA firms evaluate and address professional liability risks in their practice.
Giving employees skin in the game
Educating employees in a fun way about profitability paid dividends for one CFO and her company.
Customizing talent development
Walter & Shuffain PC, a fast-growing firm in Boston, has fashioned a leadership development program to prepare its most promising people to advance.
New agreement smooths pathway to UK audit signing rights for US CPAs
Eligible CAs and CPAs need only pass one exam, in addition to satisfying other requirements.
Establishing quality control in a tax practice
Every firm should maintain a system for communicating best practices to partners and staff.
Beyond Boomers and Millennials: Bridging the generational gap in the workplace
Robby Riggs reveals what younger workers really want from an employer, and shares practical steps leaders can take to create rapport between older and younger employees.
Have you embraced innovation, diversity, and inclusion?
Offering new products and services can help your firm or organization stay afloat and grow.
What kinds of tax services result in the most expensive claims?
Deborah Rood, CPA, outlines the four instances where claims can be severe.
Why Millennial CPAs should consider firm ownership
This column details the reasons firm ownership can be a great career path for young, entrepreneurial CPAs.
What CPAs need to know about providing services to marijuana businesses
Providing accounting services to marijuana businesses is full of potential legal and ethical minefields.
Want to bring your employees together? Send them on a “Death March”
For 40 years, employees at HMWC CPAs and Business Advisors in Orange County have taken part in an annual tradition dubbed the “Death March”: a camping, hiking, or rafting trip in one of the continent’s most beautiful national parks.
Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
How CPAs can turn the great wealth transfer into opportunity
This article offers ways CPAs can meet the needs of the next generation.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
What to know before you go into business with someone
Mark Zyla, CPA/ABV/CFF, joins this edition of the podcast to talk about business prenups and divorce — and how they can impact your business’s valuation.
A CPA firm with Silicon Valley DNA
Wesley Middleton, CPA, founder and managing partner of MiddletonRaines+Zapata, discusses his unique leadership style and how and why his firm does things differently.
What should accountants ask themselves daily?
We asked nine CPAs for the questions they contemplate before their work day begins.
