article thumbnail

Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA

ThomsonReuters

Upon graduation, Heath worked for one of Nebraska’s largest sole CPA tax practitioners, who not only taught her the accounting business but became a true mentor to her. Erin Heath, CPA Heath began reaching out to clients and by the end of the year, she had tripled her tax revenue from the previous year.

CPA 98
article thumbnail

How to grow your CPA firm in the midst of change

ThomsonReuters

It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? To move forward and truly grow your CPA firm, you first have to know exactly where and who your firm is.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Spotlighting Women in Advisory Practice: Answering the call to accounting with Brittany Lanphier, CPA

ThomsonReuters

To learn more about the growing number of women in the tax and accounting profession shifting to advisory services, download our free white paper below, “How women can confidently and successfully build an advisory practice.”

CPA 97
article thumbnail

Survey Shows Divide Among Finance Pros When it Comes to the Future of Finance

CPA Practice

The AICPA & CIMA have released their “Redefining Finance for a Sustainable World ” white paper, the latest iteration of their Future of Finance research program. As the demand for data-driven decision-making and sustainable business models accelerate, the demand for strategic value creating finance teams is set to grow.”

Finance 84
article thumbnail

Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers.

article thumbnail

Pennsylvania Institute of Certified Public Accountants Issues 2023 State of Pennsylvania Public Accounting Firms Study

CPA Practice

The Pennsylvania Institute of Certified Public Accountants , the largest CPA association in Pennsylvania with over 20,000 members, has issued its latest Insights report. The report’s deep dive provides the latest data on compensation across titles, technology adoption, billing model breakdowns, M&A and more.

article thumbnail

What Are the Tax Implications of the SECURE 2.0 Act of 2022?

CPA Practice

Download the White Paper provides new incentives for employers and workers to participate in retirement plans, from enhancing credits and reducing restrictions to simplifying rules and lowering penalties. Please complete the form below or log in to access this free premium content.

Tax 95