Understanding where an answer comes from ensures you’re ready when a partner, a client, or an examiner asks how you made a judgment call.
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TOPICS
Firm practice management
How firms make AI adoption work for them
Firms seeing the greatest success with AI are building a strong technology foundation rather than simply adding more tools.
Playcalling: Engagement letters for noncompliance
Scope creep and other reasons CPAs might forgo an engagement letter covering foreseeable contingencies can be a costly game-changer.
How small firms can compete in the talent game
Larger organizations may offer more resources and structure, but small firms can offer something just as powerful: the opportunity to contribute, grow, and make a meaningful impact.
Scary stories of professional liability
Professional liability risks can haunt CPA firms in unexpected ways.
The No. 1 cybersecurity tip for sole practitioners
The AICPA’s small firm advocate shares cybersecurity tips and guidance on how to improve client services without hiring staff.
How CPAs can expand from tax into personal financial planning
Find out how CPAs in tax practice can add personal financial planning services and build deeper relationships with clients.
A recipe for sanctions: AI-hallucinated citations in tax
AI can speed tax research, but it can also invent cases. Your firm needs guardrails to avoid potential trouble.
The 5 Ws of incomplete information
Incomplete information, whether from clients or regulators, can create professional liability risk. Learn how to respond.
How to start with AI and handle constant change
The AICPA’s small firm advocate shares practical guidance on AI, navigating transformation, and focusing on what matters most.
Real-life ways small firms use AI
Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.
How to set up an effective internship program
Learn what practitioners can do to attract stronger internship candidates and build a robust on-ramp for long-term accounting careers.
What small firm CPAs need to know
The inaugural Small Firm Q&A explores tactics to manage audit services and increased compliance requirements, practices that make peer review and tax practice more manageable, and steps to consider before solo practitioners’ transition into retirement.
Adding externships to attract more talent
Learn how one firm has taken a new approach to reach students earlier and expand its recruiting pool.
Right-sizing risk management
Review practical tips for small firms and sole practitioners to right-size the building blocks of risk
management: acceptance, billing, communication, documentation, and engagement letters — to
help avoid disputes and malpractice claims.
A new top 5 firm: Grant Thornton acquiring fellow top 10 firm CBIZ
The deal, which includes an investment by private-equity company New Mountain Capital, will create a footprint featuring 34,000-plus employees in more than 20 countries and territories.
Why social media ‘failures’ can be big wins for small firms
The social media post that looks like a flop may actually result in a new client. Small firms should value authentic engagement over likes and follows, two ENGAGE presenters contend.
From estate planning to AI: Managing CPA liability
A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
AICPA Top Issues Survey: Firms’ focus on technology rises
Larger firms participating in the biennial Private Companies Practice Section survey also are grappling with people-related issues, and smaller firms highlighted regulatory and data security concerns.
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