AI agents can now sort files, check inboxes, and pull reports. Learn where to start, how to protect client data, and why professional judgment still matters mos...
CPA Now Blog
CPA Now is the twice-weekly blog of the PICPA. Members and thought leaders provide content you don't want to miss! If you don't see a blog here in your area of interest, be sure to check the CPA Now archive.
Practice Forward with If your team copies you on every client email, you may be the bottleneck. Jody Padar explains how founder dependency leads to burnout and ...
Across the country, CPA firms are experiencing one of the most active merger and acquisition environments in decades. As a result, potential sellers are fieldin...
As firms grow, knowing who has capacity gets harder. Michael Mintzer, CPA, explains why the biggest staffing problems come from a lack of visibility, not a lack...
New Pa. DOR guidance requires all corporate taxpayers, including members of consolidated groups, to calculate the IRC 163(j) interest expense limitation on a se...
Practice Forward with XcelLabs Why do some professional relationships continue and others quietly disappear? Business development is one of the weirdest parts o...
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