Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
Staffing June 8, 2026
AI and Recruiting: How CPA Firms Can Reduce Risk in a More Complicated Hiring Environment
Many employers are looking for help validating the skills and experience of potential hires so they can make more confident hiring decisions.
Firm Management May 4, 2026
AI Adoption in CPA Firms: Benefits, Challenges and Best Practices for Leaders
Realizing the benefits of AI use depends less on how quickly firms can adopt new capabilities and more on how they put them to work with structure, purpose and oversight.
Staffing February 24, 2026
3 Tips to Prevent Staff Loss After Tax Season
Most professionals are committed to seeing the work through and won’t abandon their teammates in the middle of a sprint. But risk rises after busy season ...
Staffing January 27, 2026
Avoiding ‘Too Little, Too Late’: How to Give Core Teams at CPA Firms Ample Support This Tax Season
These tips and practices can give your core team the best chance to deliver outstanding client service without burning out in the process.
Staffing December 18, 2025
How CPA Firm Leaders Can Use Year-End Check-Ins to Fuel Employee Engagement and Development
When you connect individual achievements to the CPA firm’s culture and success, your people can gain a clearer sense of how their work fits into the bigger picture. Inspiration often starts with recognition for a job well done.
Staffing November 25, 2025
Salary and Hiring Trends in Accounting: What CPA Firms Should Know to Stay Competitive
Firms are competing directly for accounting and tax professionals with corporate employers who are often prepared to offer higher pay and more flexibility to maintain work-life balance.
Staffing November 21, 2025
The Hidden Risks of AI-Generated Resumes—What CPA Firms Should Know
A poor hiring decision that could potentially expose your CPA firm to financial, reputational and operational risks.
Firm Management August 13, 2025
Tech Modernization Success at CPA Firms Starts at the Top
From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.
Payroll August 7, 2025
Managing Employee Burnout: A Leadership Imperative for CPA Firms
Burnout has long been a hazard in deadline-driven professions, but for today’s CPA firms, the pressure points have multiplied.
Small Business June 30, 2025
In Unpredictable Times, Focusing on Future Readiness Matters More Than Ever for CPA Firms
A strong brand helps keep your organization aligned and focused during periods of change. It unites your team members around a clear purpose, attracts clients who genuinely value what you offer and cultivates leaders who live your firm’s values.
Payroll April 14, 2025
How to Build a Robust Pipeline of Accounting Talent for Your CPA Firm
CPA firms that lack a strong talent pipeline risk understaffing, overworking existing employees and potentially losing business to competitors with workforces better prepared to take on new challenges.
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
