Book of Business Mentality

Source: CPA Leadership Institute Practice Management Survey Here are the results of our latest email survey about CPA firm practice management. Does the “book of business” mentality k...more

Revenue, Talent, or Succession?

  Revenue, Talent, or Succession? Source: CPA Leadership Institute Leadership Forum Report Each month, the Leadership Forum Report asks experts in the field to weigh in on questions about th...more

SALT Work is Peppered With Liability Risks

Source: Journal of Accountancy  In this article, Deborah Rood warns CPAs about the significant professional liability risks associated with state and local tax (SALT) claims. The complexity ...more

The Elements of Success

Source: Partner Insights  The following includes excerpts, reproduced with permission, from an article by August Aquila. If you have every wondered what successful firms do, wonder no more. ...more

Are Accountants in Danger of Becoming Irrelevant?

Source: Accounting Today In this article, Ron Baker reviews the book The End of Accounting, by Professor Baruch Lev and Feng Gu. The book is divided into four parts: Relevance lost. “Our a...more