5 Risk Management Tips for CPA Firms Contemplating Outsourcing Due diligence is critical for CPA firms who are considering outsourcing their work to a third party. Before signing any contracts or agreements, consider these five risk management tips.

5 ERC Mistakes Employers Can’t Afford to Make Many myths and mistakes have hampered Employee Retention Credit calculations. Here are five errors businesses can’t afford to make.

CPA 2027: Tech Races Ahead By 2027, technology is likely to have completely transformed the accounting and finance profession—but CPAs can’t afford to live in fear of a robot takeover.

6 SECURE Act 2.0 Changes to Know in 2023 Countless retirement provisions will take effect in the coming years because of the act—here are the ones to take note of during your 2023 planning.

Women: What Our Business Models Are Missing It’s not ambition, it’s culture, that’s keeping women out of the accounting and finance leadership pipeline.

CPA 2027: Corporate Finance Refocuses In the coming years, corporate finance teams will see a shift away from old-fashioned number-crunching and toward automation, data analysis, and strategic insights.

The Seven Attributes of an Excellent Estate Executor Choosing the right executor for your or your client’s estate can be the difference between things going according to the decedent’s wishes and the estate being ransacked and depleted.

Financial Planning for a Post-Election World Comparing the most significant tax policies of Biden and Trump can help ensure financial success no matter the outcome of the November election.

5 Tips to Improve Client Service at Your CPA Firm In an increasingly commoditized marketplace, client satisfaction is crucial to ensuring the profitability and growth of your firm.