Emerging risks for accountants
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.

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.
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.
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.
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.
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.
Dominique Molina and Tom Gorczynski of the "Tax Crime Junkies" podcast share some of their favorite tax crimes and how they created their podcast.
There is going to be a big gap between accountants who use artificial intelligence and those who don't, says Randy Johnston , executive vice president at K2 Enterprises, who shares ideas for leveraging this transformative technology.
Marna Ricker , global vice chair of tax at EY, discusses the latest developments on the global minimum tax and digital service taxes at the Organization for Economic Cooperation and Development, and how they will affect the U.S.
Many firms find they're hitting a major hurdle when it comes to taking advisory services to the next level; Sarah Dobek of Inovautus Consulting shares why, and what to do about it.
With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group.
Small Business Administration loan expert Shannon Hay talks about the changes to the SBA's new SOP around lending, and what they mean for accounting firms and their clients.
Jen Cryder , CEO of the Pennsylvania Institute of CPAs, shares the innovative ways the profession in her state is dealing with the pipeline problem.
Angela Appleby , a partner and lead auditor from Plante Moran who also sits on the AICPA Assurance Services Executive Committee, dives into the world of SOC reporting, and particularly the risks companies are facing there and the opportunities for accountants.
There's plenty of room for accountants to innovate in ways that don't involve IT, says metaconsultant Ed Kless , senior director of partner development and strategy at Sage, the host of the Sage Advice podcast, and co-host of "The Soul of Enterprise" radio show.
The accounting profession is going to have to move beyond the financial statement and the P&L to become holistic advisors, says Joe Woodard , a consultant and coach to accountants, founder of the Woodard Group, and the impresario behind Scaling New Heights.
Jean Marie Caragher, the president of Capstone Marketing, talks about why getting rid of bad clients can make a difference when it comes to keeping good staff, and much more.
Accountants need to create space for innovation in their firms, and then build up the change management processes they need to implement the innovations they come up with, explains Heather Satterley , the director of education and media at Woodard and cohost of The Appy Hour webinar series.
Leading consultant Allan Koltin of the Koltin Consulting Group discusses the key planks of a strong platform for firm growth.
Accountants don't realize that they have more power in their dealings with software providers than they may think; accounting technology thought leader and journalist Seth Fineberg wants to see accountants taking a more proactive approach to the relationship -- to the benefit of both sides.
Kristen Keats of Breakaway Bookkeeping and Sherwood Tax & Accounting shares the best practices she's learned from using outsourcing in her own practice.
Accounting thought leader Amy Vetter talks about the need to understand your own story -- so that you can then rewrite it. Drawing on her new book, "Disconnect to Connect," she dives into how self-knowledge, vulnerability and authenticity can make you a better leader, and a better person.
The war for talent goes on, but there are creative solutions available for bold firms, according to Jeff Phillips , CEO of Padgett Business Services and co-founder of remote job platform Accountingfly.
Accounting podcasters Randy Crabtree (of The Unique CPA podcast), and David Bergstein and Jasen Stine (of the Accountrends podcast) share the most interesting things they've learned from guests, as well as the big ideas they think accountants should be focusing on.
The shortage of people entering the accounting profession and pursuing CPA licensure has reached the proportions of a crisis, and Sue Coffey , CEO for public accounting at the Association of International Certified Professional Accountants dives into why -- and what accountants and firms can do about it.
Anthony Pugliese of the Institute of Internal Auditors discusses how changes in the business landscape are changing the risks that internal auditors need to pay attention to, and how the IIA is revamping its practice framework.
Randy Crabtree , CPA, the co-founder of Tri-Merit Specialty Tax Professionals and host of “The Unique CPA” podcast spotlights the mental health issues facing the accounting profession.
Daren Campbell , EY Americas tax tax technology and transformation leader, discusses the use of big data, robotic process automation, AI and other technology, in corporate tax strategy and compliance.
A desire for growth is often taken for granted at accounting firms -- but should it be? Consultant and accounting journalist Seth Fineberg examines what growth both can and should look like at different firms, and why it may be time to revisit your growth mindset.
Former IRS special agent Robert Nordlander dives into the difference between a Criminal Investigations investigation and a civil tax audit.
The leader of The Rainmaker Companies, Angie Grissom , shares lessons she's learned from working with accounting firms on their strategic plans.