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Changing Role of the CPA

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INCPAS Member Case Study: 3 Tips to Foster New Ideas & Growth in Your Organization

As one of the co-founders of Summit virtual CFO firm, over the past 20 years I’ve developed a few key insights about how the change process should flow. As Summit has grown in revenue and employees, here’s what I’ve learned along the way.

INCPAS Advocacy 101: How to Become a CPA Advocate

There’s strength in numbers. While INCPAS has a team dedicated to advocacy, we need your help to further elevate CPAs’ legislative agenda and other key policy issues that arise — here’s why and how to get started.

INCPAS Member Case Study: Prepare Your Firm & Clients for the Future

Businesses are experiencing constant change and increasingly recognizing what happened last year may not have as much relevance to decisions they’re making now. Client advisory services offer both a solution and future-proof profession opportunity.

INCPAS Member Case Study: 4 Ways Remote Work Has Driven Client Advisory Revenue & Staff Success

How a virtual CFO firm successfully changed the type of work they do, how they do it and where they do it—all of which have built a scalable infrastructure that has more than doubled in size every 3 years.

CPA Series: Tips for Managing [More] Change

INCPAS members and experts share their tips on what it takes to successfully drive change in organizations.

INCPAS Member Case Study: 5 Ways Leaders Can Meet Modern Employee Expectations

INCPAS member and Wheeler & Associates owner Katie Stephens, CPA, shares her tips for leaders to offer employees the benefits they want or need most right now.

3 Key Areas Where CPAs Should Be Reskilling for Success

Every CPA, whether in public accounting or corporate finance, is now expected to have an increasingly growing, robust list of hard and soft skills. Here are 3 key areas driving the need for reskilling.

INCPAS Member Case Study: Tips for Successful Onboarding & Retention at Your Firm

INCPAS member and Insight Accounting Group partner Danielle Thompson, CPA, shares their firm's successful strategies for team onboarding and retention.

3 Types of Client Advisory Services Clients Want from Their CPA

These key areas of service are where CPAs, including many INCPAS members, are seeing the biggest demands and finding the most success.

Persuasive Communication in Negotiations

Persuasive communication requires practice and conscious effort—here are 3 strategies you can use to succeed in negotiations on behalf of yourself and/or your company.

INCPAS Member Case Study: The 4 Keys to Successful Change Management

INCPAS member Mark Volpatti, CPA, Ed.D., dives into the four key elements necessary for successfully managing change at your organization, whether those changes are expected or not.

Why Risk Management is Important for Growth

Risk management goes beyond insurance, liability and compliance. Taking positive, calculated risks is what allows you to grow and transform, and every business and organization benefits from taking a deep dive into their risk management approach.

Tech Series: The Profitable Practice—Offering New Lines of Service

In Part 3 of our Tech Series, we’ll share examples of client advisory services and tips on how to begin capitalizing on them in your practice.

How to Add New Lines of Service at Your Firm

Learn five key steps to start adding new lines of service to your small CPA firm.

Time to Think Differently

It’s time to think differently about looking for solutions to the same issues: staffing shortages, managing the rate of change, managing a remote or blended workforce, and more.

Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential

Unexpected events and major life transitions offer a critical opportunity to assist clients.

Overcome the Fear of Change: How to Embrace and Adapt to the Future

Embracing change is the only way to carve out a better future for yourself, both professionally and personally.

Tech Series: Solutions to Create More Capacity for Your Team

In Part 2 of our Tech Series, we will highlight specific strategies and tools for firms to make the most of their key asset: their people.

How CFOs Can Enable Innovation Now

Businesses need innovation now more than ever, so energize your organization by taking action in three areas.

Why Change Management is Critical for Your Firm’s Future

Change management helps your organization effectively enact a change. This is crucial for an organizational IT change. It minimizes risks and disruptions, and makes sure everyone is on the same page.

Displaying results 1 - 20 of 67