What goes into the recipe for accounting firm success? Randy Crabtree of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them.

Growth factors for accounting firms

Okorie Ramsey, the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor.

Making mentoring work

Nela Richardson, chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal.

The accountant's economic outlook for 2024

The first step is defining 'success,' says Nerd Enterprises' Seth David, before diving into how modern accounting firms can thrive.

What makes an accounting firm succeed?

It's not just hiring staff that's difficult -- managing them can be a major roadblock for growing businesses. One solution for that is the professional employer organization, and Kristen Appleman, senior vice president and general manager of ADP TotalSource, explains how they work and when they might be a good fit.

Everything accountants need to know about PEOs

Frank Sands, president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends.

Get ready for tax season! 

With a radically new version of the test launching in 2024, the American Institute of CPAs' vice president of CPA examination and pipeline, Mike Decker, details the major changes, and shares valuable insights for how candidates can approach it.

The new shape of the CPA exam

Technology thought leader Randy Johnston of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools.

What should be in your tech stack?

As the flow of young people into the profession slows, and more and more old accountants are leaking away, Sue Coffey, the CEO of public accounting at the AICPA, and Lexy Kessler, chair of the National Pipeline Advisory Group, share what's being done in the short term and the long term to address this major problem.

A pipeline progress report

Customer and client relationship management systems have come a long way, says Sarah Dobek of Inovautus Consulting – and it's time for firms to give them a second look.

Is CRM worth it?

Construction companies love their accountants – and well they should, given the help they need on a range of compliance issues. Kit Dickinson of ADP shares the latest issues in the construction industry, and what they need from their CPAs.

Construction for accountants

Lots of businesses have claimed the Employee Retention Credit who don't actually qualify for it — and in many cases it's going to be up to their accountants to set them right. Randy Crabtree of Tri-Merit Tax Specialty Tax Professionals and the Unique CPA podcast dives into how you can know if a client qualifies, as well as the intricacies of some other major tax credits.

The ERC nightmare

AJ Johnson, Geoff Brown and Calvin Harris share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing their members, the primacy of the pipeline problem as an issue, and the role diversity can play in alleviating it -- if the profession can find a way to diversify itself.

What's holding the profession back?

The entry of private equity into public accounting has raised a lot of hopes and expectations and concerns – not all of which can pan out. Bob Lewis of the Visionary Group examines the opportunities, what it will mean for your firm, and how it will play out in the future.

PE makes a big splash

Stephen Vono and John Raspante of insurance provider McGowan Pro look at the new areas that are sparking claims against firms – and the tools they can use to protect themselves.

Emerging risks for accountants

For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says Rachel Anevski, the founder of Matters of Management.

Renovating your back office

Technology expert Randy Johnston, executive vice president at K2 Enterprises, shines a spotlight on what accounting tech can do for you now — and what it's going to do for you in the future.

The state of accounting technology

It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their clients experience.

Building a better client experience

Promoting a top performer doesn't always guarantee they'll stay -- in fact, it's often their ticket out. ADP chief economist Nela Richardson shares the surprising data, and how to navigate these transitions better.

The perils of promotions

Dominique Molina and Tom Gorczynski of the "Tax Crime Junkies" podcast share some of their favorite tax crimes and how they created their podcast. 

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