The 5 W’s of a Successful New-Hire Orientation With a little planning, CPAs can successfully welcome and orient new staff into their organizations. To help new hires hit the ground running, follow the “who, what, when, where, and why” of orientation.

3 Phases of Business Development for Long-Term Success Forming positive business development habits early on can make the biggest impact—and profits—for your CPA firm.

How to Foster a Change-Ready Finance Team Motivating your staff to embrace change and develop a growth mindset are key to successfully navigating a changing business environment during uncertain times.

The Dos and Don’ts of Disengaging Terminating a client relationship can be a difficult, emotional process for all involved. But with the proper blueprint, it doesn’t have to be.

How Workplace Culture Is Shifting and Why Your Organization Should Care From working from home to casual dress codes and overall employee flexibility, the pandemic has brought about a whole new normal for the workplace. Firms unwilling to consider or adapt to these cultural shifts may be at risk for falling behind.

Is Your CPA Firm Prepared for a Cyberattack? It’s no longer a question of “if” you’ll be impacted by a cyberattack, but “when.” Being prepared and taking the necessary precautions are more critical than ever to protect your firm and your clients.

Illinois’ Cannabis Industry: What Accountants Need to Know As more states move to legalize marijuana, accounting professionals must stay ahead of the curve to help serve this unique, complex niche.

The CPA's Guide to PEOs With expanding employee benefits being a key component of recruiting and retention in a challengingly tight labor market, smaller organizations need an edge to compete against larger counterparts. A professional employer organization might be their answer.

Avoiding the ‘Retired’ Partner Problem Here’s how to get CPA firm partners destined to hold on until the bitter end to loosen their grip and successfully hand off their firms to the next generation.