How firms can promote more women to leadership roles
Firm leaders share their thoughts on ways to ensure women have access to opportunities.
Firm Practice Management
Sales tax proposals threaten to ensnare CPA firms
Accountants aren’t necessarily being singled out, but rather legislative and city leaders are trying to find ways to spread tax liabilities around a broader base or meet their budget needs.
Why you can’t wait to prepare for disaster
Jennifer H. Elder, CPA/CFF, CGMA, co-author of the book "Faster Disaster Recovery: The Business Owner’s Guide to Developing a Business Continuity Plan," discusses how to prepare so that an organization’s finances and reputation will be protected if a disaster occurs.
How to handle office conflict
This article offers tips on how to stay professional, even amid friction.
Developing your own specialized niche practice
CPA firms can establish a competitive advantage for themselves by concentrating on one type of client and developing deep expertise in a certain area.
Business development tips to boost a firm’s reach
Many CPA firms are looking to supplement long-established business development practices with fresh marketing approaches. Firms share their tested techniques for boosting client loyalty and connecting with new prospects.
Providing services to cannabis clients
CPAs should understand the unique risks associated with clients in the cannabis industry and formulate strategies to mitigate those risks.
Discovering a better answer
Meet Bill Reeb, CPA/CITP, CGMA, the AICPA’s 2019–2020 chair.
Build employee loyalty with better onboarding
Troy Ashby, CPA, founder of Dallas-Fort Worth-area recruiting firm Benchmark Search Group, outlines steps you can take to improve onboarding and increase new employees’ sense of belonging.
Signs of a bad workplace culture
Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly, explains how bad culture leads to employee turnover and dissatisfaction. Eventually profitability suffers, too.
How to get started with value pricing
This pricing model could enable you to provide more in-depth and tailored services for clients.
How smaller CPA firms handle family leave
Small firms can update policies quickly and understand an employee's individual needs.
Encourage employees to take time off
An open paid-time-off policy benefits employees who use it. Firm leaders must encourage and celebrate staff who take vacations, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.
5 P’s that define workplace culture
Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly discusses ways people, place, passion, purpose, and practices define a great workplace culture.
Ways to keep your talented CPAs
Flexible scheduling can ward off burnout and help retain staff.
How success relies on workplace culture
In a profession with high turnover, a positive workplace culture can lead to good employee retention and ultimately a great client experience, says Wesley Middleton, CPA, managing partner (Houston) for Baker Tilly.
Hired someone new? Here’s how to make sure they stay
Within the first 90 days, it’s crucial that you successfully convey to new employees the strong investment you are making in them.
Keys to writing a great job description
Sarah Dobek, president and founder of Inovautus Consulting, identifies three criteria to consider when writing a great job description, including innovative ways to tell your firm’s story.
What CPAs learned during difficult busy seasons
CPAs describe their most challenging busy seasons, how they handled them, and what they took away from those experiences.
Define, then hire your ideal employee
Successful hiring includes defining your ideal employee and communicating why your firm is a great place to work, says Sarah Dobek, president and founder of Inovautus Consulting.
