Risk Management December 1, 2025
The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms
CPA firms that do not evolve their risk management strategies are going to find themselves exposed in ways they might never have anticipated.
Advisory October 5, 2022
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.
August 21, 2017
Succession Planning for CPAs: A Tale of Two Exit Strategies
Succession planning is a major area of concern for CPA firms. With baby boomers hitting retirement age, the following statistics underscore why it is such a compelling issue to the profession:
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
