Insights for Modern CPA Firms

Cash Flow Forecasting for CPA Firms: 5 Essential Pricing Steps

Cash flow forecasting is the advisory service your small business clients want most and your firm is already positioned to deliver. Here is how to price it, package it, and make it repeatable.

Jun 24, 2026 7 min

Client Communication Cadence for CPA Firms: 5 Essential Touchpoints

Most CPA firms communicate reactively: clients call, firms respond. The firms that retain clients for decades do the opposite. Here are the 5 structured touchpoints that build real loyalty.

Jun 24, 2026 7 min

Practice Management

How to Fire a Bad Client: 5 Proven Steps That Keep the Peace

Knowing how to fire a bad client is one of the most valuable skills a CPA firm owner can build. These 5 steps protect your firm and keep the exit professional.

Jun 24, 2026 8 min

Move Your CPA Firm Up the Value Chain: 6 Proven Plays

Compliance work is capped by the clock. Here are 6 proven steps to move your CPA firm up the value chain and grow profitable advisory services.

Jun 23, 2026 7 min

Client Advisory Services: Essential 5-Step Guide for Small CPA Firms

Client advisory services (CAS) turn informal advisory work into recurring revenue with defined deliverables. This guide covers the technology stack, service tiers, pricing, staffing, and which clients to start with.

Jun 23, 2026 7 min

Transition to Advisory Services: 5 Essential Steps for CPA Firms

A transition to advisory services starts with the clients you already have. Here are 5 essential steps for CPA firms moving from compliance-only work to higher-margin advisory, including how to price the shift and create the capacity to do it.

Nonprofit Audit Findings: Essential Guide to 8 Common Issues

Nonprofit audit findings most often involve conditional grants, functional expense allocation, net asset classification, and Uniform Guidance compliance. This guide covers the 8 issues CPA firms encounter most in nonprofit engagements.

Jun 23, 2026 8 min

Audit Committee Communications: 5 Essential Rules for Small Firm Auditors

Audit committee communications under PCAOB AS 1301 and AU-C 260 impose specific timing, content, and written documentation requirements that many small firm auditors underestimate. Here are 5 essential rules.

Jun 23, 2026 8 min

Fraud Red Flags Auditors Look For: 9 Critical Self-Audit Checks

The fraud red flags auditors look for usually appear in the books months before an audit. Here are 9 warning signs and how your clients can self-audit.

Jun 23, 2026 7 min

Going Concern Opinion: 5 Essential Rules for CPA Firms

A going concern opinion requires the auditor to evaluate substantial doubt, assess management's mitigation plans, and communicate findings before the report is issued. Here are 5 essential rules for CPA firms handling this opinion.

Sampling Techniques in Auditing: 5 Essential Rules for Sample Size

Sampling techniques in auditing determine whether your sample is actually large enough to support your conclusion. Here are 5 essential rules for attribute sampling, MUS, projection of exceptions, and the documentation your workpapers need.

Internal Controls Checklist Small Business Audit Readiness: 5 Essential Areas

An internal controls checklist for small business audit readiness covers five control areas auditors examine. Here is what your clients need in place , and how to address segregation of duties when the team is small.