Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
March 5, 2021
Edge Marketing Expands CMO Offering for Legal and Accounting Firms
Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...
March 5, 2021
Sole Proprietor Businesses Hurt By PPP Deadline and SBA Guidance, Says AICPA
"We strongly urge the SBA to revise its guidance to be retroactive and to extend the PPP application window by at least 60 days so everyone, including lenders, small businesses and the CPAs who advise them, has enough time to adapt to changing ...
March 4, 2021
How to Increase Your Fees with Current Clients
Make a list of all the services you’ve been providing for your client. This will give you a more precise look into how much work you put into your service. Have you recently expanded your practice to incorporate new services? If the answer is yes, then...
March 4, 2021
IRS Asked to Postpone Tax Filing and Payment Deadline until June 15, 2021
In a letter to the Department of the Treasury and the Internal Revenue Service (IRS), the American Institute of CPAs (AICPA) called for the extension of the filing and payment deadline for the 2020 tax year until June 15, 2021.
March 4, 2021
AICPA Submits Recommendations on Employee Retention Credit
Following the submission of AICPA’s recommendations, the IRS released guidance on the ERC. However, the guidance failed to clarify whether wages paid to S corporation owners and their actively employed spouses qualify for the ERC if all other ...
March 4, 2021
Business Executives Optimistic on Economy, But Worry Over Inflation: AICPA Survey
While the percentage of business executives who expressed optimism about the U.S. economy rose from 37 percent to 47 percent this quarter, that still means the majority remain pessimistic or neutral. More than three-quarters (76 percent) of survey ...
March 4, 2021
Xero to Acquire Planday
Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...
March 4, 2021
Sal Visca Joins Vertex as Chief Technology Officer
Sal Visca has joined Vertex, Inc. as chief technology officer (CTO) effective immediately. He is responsible for leading the company’s technology strategy, software engineering and innovation roadmap to accelerate growth.Vertex is a global provider of tax technology solutions. Visca brings 30 years of technology and executive management expertise transforming and operating large-scale cloud software businesses....…
March 4, 2021
5 Ways Business Can Build a Culture of Greater Gender Equality: International Women’s Day is March 8
Based on responses from recipients of the AICPA’s and CPA Practice Advisor’s 2020 Most Power Women in Accounting Awards, here are five things businesses can do to build a culture that provides greater gender equity in the workplace:
March 3, 2021
Should Firms Require Staff to Get the Covid Vaccine?
CPA firms can handle the COVID-19 vaccine in a few different ways – from issuing a mandate for employees to get vaccinated to simply encouraging or incentivizing it. While there are benefits to a firm supporting the vaccination, there are also risks ...
March 3, 2021
The Covid-19 Pandemic and Worker Mental Illness
Employers must show empathy and make available professional support and resources for employees suffering from mental health issues. The goal is to help them address their condition and hopefully resume contributing to their own success and...
March 3, 2021
Venture Capital Firms Focus on Greater Diversity and Equity
Amid heightened efforts to promote increasingly diverse, equitable and inclusive workforces over the past year, venture capital (VC) firms are taking note of their social and corporate responsibility in achieving greater gender, racial and ethnic ...