A Good Time to Re-evaluate Tax Clients
Use this checklist to screen tax clients for potential problems to help decide whether they are worth keeping.
Core Meetings that Drive Client and Firm Success
The most productive and effective meetings have a clear purpose in mind. Learn about a few core meetings that are crucial to successfully delivering services to your client.
Establishing and Managing Expectations During the Client Onboarding Process
Establishing expectations with a new client before delving into deliverables and projects is a great way to ensure your firm begins a new business relationship on the right foot.
Comfort with the Uncomfortable: CFO Leadership
Learn about some of the dynamics CFOs may encounter when stepping into the role.
Keeping Up with RPA and the Audit Function
Automation is discussed so often in the context of accounting and audit services that it’s become something of a cliché. But dismissing the trend as just another buzzword misses the bigger picture.
Leading Remotely
While many employees have worked from home occasionally during their working careers, the new policies separating employees from each other and their managers has proved to be a unique and challenging experience.
Leading Others to Lead
A great tone brings everyone to a higher level of performance. But the wrong tone may be the first way that success is derailed, especially if that tone doesn’t support the strategic objectives of your organization.
11/24 Advocacy Alert: Request Congress to Allow PPP Expense Deductions for Small Businesses
AICPA and INCPAS call for action on PPP expense deductions for small businesses.
Survival Guide to Auditing During a Pandemic
Techniques that may help your firm and your clients get through this challenging year.
Why Diversity and Inclusion Matters
Many organizations have come to recognize the impact of mentorship on advancing diversity and fostering inclusivity. But companies that want more diversity will need to mentor and sponsor more diversely.
