Firm Management June 29, 2022
Professionals on the Move – June 2022
Professionals on the Move is a round-up of recent new hire and staffing announcements in and around the accounting space.
Accounting June 28, 2022
EY Nailed With Record $100 Million Fine From the SEC For Ethics Exam Cheating
EY will have to pay a $100 million fine after it was revealed today that hundreds of the Big Four firm’s auditors had cheated on mandatory ethics exams ...
Firm Management June 20, 2022
Houston-based CPA Firm Calvetti Ferguson Moves to TC Energy Center
TC Energy Center is LEED Gold certified and one of the state's tallest and most beautiful buildings. The building will offer amenities such as a fitness center, an onsite coffee shop, and multi-purpose rooms for large meetings once renovations in these spaces are completed later this year.
![Poster[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/10/Poster_1_.6166fefbd245a.png)
October 13, 2021
Trevor Noah Speaks with Expensify Execs on Diversity, Equity and Inclusion in “Long Ass Table Talks”
Joanie Wang and Puneet Lath, directors with Expensify, recently sat down with Trevor Noah for the first episode of "Long Ass Table Talks," a new series that puts a unique spin on discussions around diversity, equity, and inclusion in the workplace.
July 22, 2021 Sponsored
What clients want in 2021 and beyond – and how to find them
Accounting firms were already evolving before recent events. If anything, these events only pushed things into warp drive.
July 1, 2021
How a Hybrid Work Model Can Help Your Team in the New Normal
The last year-plus has been tough on everyone, so don’t be surprised if your employees are worried about returning to the office — in whatever form it takes. This is where leadership matters. Go to your team with a clear plan and a positive ...
June 14, 2021
Essential Steps to Transition into Advisory Services
Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...
June 9, 2021
Client Experience for Today – Personal Tax Advisory
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
May 27, 2021
What “Ghostbusters” Can Teach Us About Conversations
Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.
May 21, 2021
Diverse Faculty Attracts Diverse Students
The first Black CPA Ph.D.s and the professors who were mentored or inspired by them have played an important role in attracting generations of ambitious Black students to the profession.
May 17, 2021
A COVID Tax Season Post-Mortem for 2021
Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.
April 28, 2021
Professionals on the Move: April 2021
Professionals on the Move is a round-up of recent promotions at accounting firms and in related industries.