Category: CPA

Hybrid work best practices

The COVID pandemic highlighted the fact that remote work can make individuals more productive and firms more profitable when properly implemented. This has led to many firms allowing some form…

How to host your tax season 2022 debrief

Bracing for the tax season 2022 extension After facing the unparalleled trials of tax season 2022, the upcoming tax extension season may cause apprehension for your staff. Your team needs…

How to foster long-lasting client relationships [5 steps]

How small-business owners can benefit from strong client relationships with accountants One of the biggest complaints small-business owners have about their accounting firms is that accountants don’t develop client relationships…

‘Twas the week after deadline

We hope that everyone’s season wasn’t too hectic and that you are all enjoying well-deserved vacations. But for the rare few who may be looking at their laptops—here’s a light-hearted…

New Horizon Group Confab: 5 AICPA initiatives for 2022

I recently flew to the AICPA’s headquarters in New York City to attend the annual New Horizon Group (NHG) think tank. New Horizon Group (NHG) is comprised of a dozen…

CPAFMA Digital Survey: Driven by security concerns, accounting firms move to the cloud

Accounting firms continue to move critical business applications to the cloud and off of in-house servers, the 2022 CPAFMA Digital Survey revealed…

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…

CPA Consultant’s Alliance: 2 most important takeaways

A few weeks ago, I participated in the CPA Consultant’s Alliance (CPACA) forum. The CPA Consultant’s Alliance (CPACA) “is a working group of thought leaders united in their efforts to…

CPA vs. accountant: What’s the difference?

This article shares the key differences between accountants and CPAs. By the end, you’ll understand the basics of what it takes to become a CPA or accountant in order to make an informed decision about which will work best for your business.

Accounting Insights from CPAPA’s Top Thought Leader Symposium

The Top Thought Leader Symposium, hosted annually by CPA Practice Advisor, brings together leading consultants, vendors, and accounting firm representatives from across the country. This year, remote work, COVID policies, and staffing shortages dominated the discussions. Find out how top accounting leaders feel about those topics—and more—in my recap.

AICPA Fall Council Meeting Highlights

Every May and October, CPAs from across the United States gather in-person to review some of the biggest topics facing accounting and tax professionals. Get Director of Technology Strategy Roman Kepczyk’s key takeaways from the Fall session, here.

Why Spear-Phishing Is No Match for Cloud Security

When a previously unidentified form of spear-phishing malware attack struck two CPA firms, advanced cloud security was able to thwart it. Here’s how.

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