Keeping a virtual team on track
CPAs offer advice on the processes and technology that help them effectively manage remote teams.
Firm Practice Management
Getting ready for the big sit-down with clients
Annual meetings are a prime way for accountants to glean information that can affect tax strategy or to let clients know about other beneficial firm offerings.
Navigating storms, and risk, with subcontractors
Seeking professional help when the firm needs it is not as easy as it sounds.
10 steps for getting practice growth right
When firms experience growth, it can be a challenge figuring out how to respond to the demands that come along with it.
2020s vision: Tech transformation on tap
Data analytics, blockchain, artificial intelligence, and other technologies will drive big changes in the accounting profession over the next 10 years. Are you ready for what’s next?
How to guard client finances against dementia
Cognitive impairment adds a difficult layer of complexity to a client’s financial plans. Here are steps CPAs can take to protect clients with dementia against fraud.
How small firms should approach new technologies
Small firms wishing to adopt new technologies should examine available services to determine which ones are the best fit for current systems, advises Daniel Moore, CPA.
Working remotely: Take care to make it work
These six tips can help optimize your work-from-home experience.
6 steps to a better busy season
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
Use digital marketing to propel your new firm
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Apples + Oranges = Risks in nontraditional acquisitions
Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.
Keep clients coming to you with PFP services
A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.
How a landmark AICPA resolution helped diversify the profession
Fifty years after the AICPA’s anti-discrimination resolution, we look at the progress of diversity initiatives in the accounting profession.
What it takes for accounting firms to recruit Gen Z
A survey of accounting students reveals what they do and don’t look for in an employer and which recruiting practices they find most and least appealing.
What to expect in 2020
CPAs are likely to proceed with caution next year amid unpredictable external forces. But technological innovation seems certain to continue its forward march.
5 steps to a successful sale
Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.
How to attract a talent pool diverse in experience
This article offers steps employers can take to make sure they aren't inadvertently excluding more experienced workers.
10 steps to a coaching culture
This article explores the attributes of great coaching cultures and helps you identify the changes you’ll need to make to get there.
New opportunities for firms in SOC reporting
Increases in outsourcing and cloud computing have led to clients’ need for CPA assurance on systems and controls.
4 must-dos for new firm owners
Firm owners and experts offer advice on tackling the challenges of launching a practice.
