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How to grow your CPA firm in the midst of change

ThomsonReuters

It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? Take accounts receivable for example.

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List of the Day: These Are the Firms on the 2023 MOVE Project Best CPA Firms for Women List

Going Concern

To get on the list a firm must have a proportionate number of women in leadership roles and score highly on MOVE’s qualitative scorecard. MOVE is not a salary survey but does examine how employers hold managers accountable for pay equity, and how employers address equity gaps.

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Los Angeles Based CPA Firm Announced New Principal, Stacey R. Korman, CPA, MST

KROST

In addition to CAS, Stacey has developed the firm’s Paycheck Protection Program Loans Forgiveness team in partnership with Paren Knadjian , Practice Leader, M&A and Capital Markets and Sossi Bekarian, CPA, Senior Manager, Accounting. She has spent her career managing audits, reviews, and compilation engagements.

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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

First, let’s start with a simple definition of a family office: A family office is a specialized company that is focused on managing the wealth and the personal affairs of a family. Many large CPA firms offer financial advisory services including family office services for high-net-worth families.

Tax 105
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CNA to provide CPA firms with BOI coverage

Accounting Today

The AICPA's professional liability insurer will cover client services related to the Corporate Transparency Act's beneficial ownership information reporting requirement.

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Barry Melancon to Retire from AICPA

CPA Practice

Barry Melancon, CPA, CGMA, has announced that he will to retire on December 31, 2024, from his role as president and CEO of the American Institute of CPAs and CEO of the Association of International Certified Professional Accountants. Melancon has served in this role for 30 years.

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Top Remote Tax and Accounting Candidates of the Week | March 13, 2025

Going Concern

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)