Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
Firm Management September 9, 2026
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
September 9, 2026
September 9, 2026
September 9, 2026
October 26, 2015
The survey also identifies the top pressures that firms face now and in the coming year, with recruitment and retention of knowledgeable talent identified as the biggest pressure point.
October 26, 2015
All of the recipients have served on an Institute volunteer group for 20 or more years and have served at least once as a chair of an AICPA committee, task force or resource panel.
October 22, 2015
The AICPA governing Council's fall 2015 meeting took place this week and focused on the profession’s resilience and relevancy in a time of ongoing complexity and change. Several presentations helped Council members explore the need for the ...
October 22, 2015
What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...
October 22, 2015
The shift in value proposition for CPA firms is due to emerging technologies such as the cloud and changing client expectations.
October 22, 2015
Christen struck a tone of urgency in his acceptance speech, saying the profession should embrace change – and do it fast – to ensure a bright future, attract the best talent and be in the strongest position to serve the public interest.
October 21, 2015
Integrated with your ERP, ECM allows you to capture all paper and electronic documentation, uniformly format and organize it per supplier, project or any other criteria, adapt to your specific process workflow to hasten interdepartmental ...
October 21, 2015
A majority of respondents tot he survey reported that keeping data siloed (69%) and having inaccurate data for forecasting and planning (40%) were among the top financial mistakes most companies make.
October 21, 2015
The new product transforms the traditional “factoring” system, whereby small businesses sell outstanding invoices to a third party creditor. In this new product, small businesses continue to own their relationships with their customers and manage ...
October 20, 2015
In a world defined by accelerating change and complexity, the ability to anticipate disruptions, problems, client needs, and new opportunities will be the most important skill any business person can possess.
October 20, 2015
While it should come as no surprise, sometimes reinforcing the message can hit home: Make your customer or client experience pleasant and consistent, or they will shop around.
October 20, 2015
Although comp formulas are frequently considered performance-based, most fail to measure anything beyond production metrics, and largely ignore performance intangibles such as firm management, mentoring staff, teamwork and loyalty.