Firm & Practice Management


Can I Hold Client Records for Unpaid Fees?
 

Can I Hold Client Records for Unpaid Fees?

Posted: August 21, 2019
The question as to whether or not a New Jersey licensed CPA must fulfill a records request by or for a client who has unpaid fees requires a review of several sources, including the AICPA Code of Professional Conduct and the Regulations Governing Practice Before the Internal Revenue Service.

Independence and Liability Issues for Advisory Services
 

Independence and Liability Issues for Advisory Services

Posted: August 20, 2019
Business growth, the increase in the complexity of the business environment and increased financial reporting standards have turned risk and compliance into opportunities for CPAs to develop more as a trusted advisor to their clients.

Public Accounting Firm Hiring Model Shifts
 

Public Accounting Firm Hiring Model Shifts

Posted: August 13, 2019
As CPA firms shift their hiring models to focus more on technology skills, non-accounting graduates now comprise 31 percent of all new graduate hires in public accounting. That’s an increase of 11 percentage points from 2016 to 2018.


10 Signs of Client Data Theft
 

10 Signs of Client Data Theft

Posted: August 6, 2019
​Tax professionals need to learn the tell-tale signs that their office may have experienced a data theft that resulted in fraudulent tax returns being filed in their clients’ names.


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