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July 23 Webcast: What CPA Firms Are Really Struggling with in 2025: Insights from the Field

CPA Practice

CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

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Understanding Employees’ Preferences: The Key to CPA Firms Attracting Top Talent in 2025

CPA Practice

However, in 2025, many CPA firms will be dealing with a challenge that is far from new: attracting skilled talent. Meanwhile, the talent shortage in public accounting is worsening as more baby boomers retire, and fewer young professionals enter the field and pursue the CPA designation.

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Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

CPA Practice

Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. Prioritizing succession planning can help you improve your talent management while building a sustainable future for your CPA firm. By Steve Saah.

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Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

CPA Practice

Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. Prioritizing succession planning can help you improve your talent management while building a sustainable future for your CPA firm. By Steve Saah.

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How CPA Firms Can Profit From Payroll Services Without the Extra Work

Most CPA firms know that they need to offer payroll services to their clients or risk losing them to another firm that will. Read this article to find out how two firms provided payroll profitably, compliantly, and without additional workload. "Offer payroll and do it yourself,” they said. It’ll be fun!”

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LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms

CPA Practice

OBannon LeaseCrunch, a provider of cloud-based accounting software for CPA firms, today announces its rebrand as Crunchafi. The new identity signals a renewed commitment to providing purpose-built solutions that reduce friction, automate complex tasks and empower CPA firms with actionable financial insights.

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97% say CPA firms not using tech efficiently

Accounting Today

While CPA firms far and wide have made major technology investments over the years, the vast majority of accountants say they're not being used to their full potential.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

For others, it will be a significant challenge. No matter where you are in the process, you need to be aware of the challenges and opportunities.

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Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm.