Practice and client management

The American Institute of CPAs has appointed a new executive in charge of its professional standards.

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

The “health challenges” that firms face typically revolve around one or more of four main areas.

The new authentication process that was installed after a big data breach still isn’t protecting taxpayer info.

The solution funnels data from other areas within the expense management software to create a spend dashboard.

Clients really want to do more business with you. Don’t make it difficult for them.

This perspective has been written for CEOs at CPA firms doing $50 million to $100 million in annual revenue with quality profits per partner who want to make their firms bigger, better, stronger and more profitable.

The wrong partner dynamics can torpedo (or at least slow down) a deal.

How can marketing teams ensure their firms’ websites effectively generate leads and provide useful information for clients?

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

In the long run, spending time on delegating will boost your staff and save you hours.

The following is some of the advice I give when I train or mentor a new tax specialist:

Andy Armanino will step down at the end of 2018; brother Matt will take over in 2019.

Three ways to create a culture of engagement.

As an accounting professional in the midst of tax season, you probably feel locked into never-ending workdays with the constant pressure of meeting deadlines.

The Internal Revenue Service is cautioning tax professionals to safeguard their information from identity thieves.

KPMG International unveils Watson-enabled cognitive solutions; PKF O’Connor Davies subsidiary adds cryptocurrency hedge fund offering; and more news from CPA offices across the country.

The firms were recognized by Junior Achievement USA for their charitable efforts over the last year.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.