AICPA ethics proposal would limit firms' loaning of staff to attest clients
CPA firms’ ability to loan staff to attest clients would be limited to rare circumstances under a newly proposed AICPA ethics interpretation.
Firm Practice Management
Cannabis and CPAs: The business opportunities and risks
A growing opportunity for CPAs exists in cannabis-related business advising. Along with that comes risk on several fronts.
How to get Black female leadership talent into the C-suite
Women, particularly Black women and other women of color, are a rare sight in executive leadership. A panel discussion at ENGAGE explores why and how to change it.
A new internet domain for the CPA profession: .cpa
The AICPA and CPA.com are launching .cpa, a restricted Internet domain exclusively for licensed CPA firms and, beginning next year, individual CPAs. The new .cpa domain is designed to promote greater trust in firms’ online interactions with clients and the public.
The art of the client email
Make sure your messages are getting noticed and opened in clients’ inboxes.
Ask the expert: Talent strategies
Mike Schneider, East Region Managing Partner, Audit for KPMG LLP, offered insights into how the firm is dealing with the changes to its workplaces while continuing to serve clients.
Early warning signs of a large malpractice claim
Learn ways to identify and mitigate the risk of a large claim before it happens to your firm.
When disorganization derails your workflow
Workplace experts offer strategies to help you gain more control of your workflow, even when others cause the chaos.
Promoting resilience helps firms and people in turbulent times
Amid the coronavirus pandemic and social upheaval, taking a fresh look at your practice and leading with emotional intelligence can lead to improvements in business results and employee welfare.
What you probably didn’t know about racism in the workplace
The culture of a workplace, be that in a company or an accounting firm, determines how employees and customers are treated, says Stephanie Creary. To assess how racism is a factor requires open, frank conversations and leaders willing to listen and learn what they probably didn’t know.
Why agility is key for firms navigating COVID-19
The current circumstances force firms — and their clients — to deal with several challenges at the same time.
How to help a client retiring abroad think about taxes
This article discusses how CPAs can help their clients navigate the tax and financial planning complications of retiring overseas.
Responding to client requests for confidentiality
CPA firms must be wary of clients’ imposing overly restrictive nondisclosure agreements as a precondition to engaging the firm to provide services.
Talking through adversity
Hope is one of the most valuable services a CPA can provide during challenging times.
Together, we can make a difference: A 12-step plan to address racism and unconscious bias
CPAs have an opportunity to improve their workplaces and communities amid a racial justice movement that began in response to police killings of Black and African Americans.
A 10-step plan for starting a coaching program
Follow this road map for launching a coaching program that can help your organization improve retention while developing future leaders and building staff members’ skills.
Remove roadblocks to CAS practice growth
Securing more buy-in for the CAS practice at the partner level and ensuring it is properly funded and staffed can help it take off.
Hiring for soft skills is more important than ever
The ability to relate to clients and internal teams is a valuable function of firms that provide consulting services.
What women need to rise in the accounting profession
Women are more likely to succeed if they have role models, are able to find sponsors, and receive opportunities for training and high-profile assignments. Panelists at ENGAGE 2020 also discussed how barriers to advancement are intensified for women of color.
Advice for firms thinking about reopening
Firms planning to reopen their offices in the near future share what steps they’re taking first, and offer advice for other organizations that have made the difficult decision to return to in-person work.
