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Changing Role of the CPA

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Why Sales Feel “Icky” for CPAs (And What You Can Do About It)

To make sales conversations more comfortable and effective for everyone involved, here’s how to switch your paradigm from sales as a transaction to sales as a relationship-building collaboration.

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.

3 Ways to Communicate the Value of Advisory Services to Clients

With a looming CPA shortage, the reins of many firms will be left in the hands of CPAs who may not know how to properly communicate the importance and structure of CFO advisory services to clients.

Building Your Employer Brand vs. Main Brand: Why It Matters & How to Get Started

How a strong employer brand can help with your talent recruitment and retention, and what it looks like in action.

5 Reasons to Network (Even if You Aren’t Looking for a Job)

Networking can spark dread in even the most extroverted professionals. But networking proves valuable at all stages of your career — here’s why.

Advocacy in Action: INCPAS Members Voice Support of 4 Key Issues on Capitol Hill

In our recent visits to Capitol Hill, members discussed 4 key issues with Indiana’s Congressional delegates — including an emphasis on the STEM designation and 529 Plan expansion bills.

3 Signs You’re Ready to Add Virtual CFO Services to Your Firm

Virtual CFO services are a potentially valuable next step for many CPA firms — here are some important signs that will help you determine if you’re ready.

5 Key Risk Management Considerations & Top FAQs for Firms Contemplating Outsourcing

As firms struggle with staffing and resource constraints, more are considering outsourcing. Here are 5 key risk management considerations and top FAQs for firms to know when evaluating this option.

INCPAS Member Case Study: From Belarus to Indiana — A CPA/CFO Story of Success & Support

Whether you work below, above or side-by-side with someone — you never know how you may be impacting their life. Here are the people who helped me shape my career path after moving my family to America.

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.

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.

Displaying results 1 - 20 of 30