Latest Articles
  • First Look at the Secure Act 2.0
  • CPAJ News Briefs: FASB, IASB, AICPA
  • Toward Resolving IRS Staffing Shortages
  • Seven Ways to Decrease Stress at Work
  • Practice Management and Tax Practice in the Current Environment
  • Tax Changes in the Inflation Reduction Act of 2022
  • Adapting to an Ever-Changing World
  • CPAJ News Briefs: FASB, GASB
  • Issues in Measuring and Reporting Diversity
  • State of the Profession
  • Facebook
  • Twitter
  • Linkedin
  • Youtube
The CPA Journal - The Voice of the Profession The CPA Journal - The Voice of the Profession

  • Home
  • COVID-19
  • Current Issue
  • Categories
    • Feature Articles
    • Columns
    • News & Views
    • Publisher’s Column
    • Web Exclusive
    • Videos & Media
    • Diversity & Inclusion
    • Sustainability
    • Bitcoin & Blockchain
  • Archives
    • Past Issues
    • Sept/October 2022
    • July/August 2022
    • May/June 2022
    • March/April 2022
    • January/February 2022
    • December 2021
    • October/November 2021
    • August/September 2021
    • June/July 2021
    • April/May 2021
    • Feb/Mar 2021
  • About Us
    • About The CPA Journal
    • Write For Us
      • Submission Guidelines
      • Editorial Calendar
      • The CPA Journal Editorial Team
    • Subscribe to the Print Edition
    • Subscribe to our Daily Newsletter
  • Advertise
    • Advertise With Us
    • Classifieds
    • Classifieds Media Kit

Jason L. Ackerman, CPA, CFP, CGMA

Home /Jason L. Ackerman, CPA, CFP, CGMA
September/October 2022

Underpricing Leads to Undervaluing

By  Jason L. Ackerman, CPA, CFP, CGMA

December 2022 0

The more I talk to other CPA firms and analyze my own firm, the more I have come to realize that most of our problems…

Featured

Zagging to Tax Returns

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2022 0

The trend in today's modern CPA firm is to pursue business cloud accounting services (CAS) and only offer tax returns as an “add-on” service. Many…

Featured

ICYMI | Defining Client Service

By  Jason L. Ackerman, CPA, CFP, CGMA

May 2022 0

The buzzword in CPA firms these days is advising: How do we get our firm to do more advising, how do our teams become advisors, and…

Featured

Defining Client Service

By  Jason L. Ackerman, CPA, CFP, CGMA

February 2022 0

The buzzword in CPA firms these days is advising: How do we get our firm to do more advising, how do our teams become advisors, and…

Featured

The COVID-19 Shift

By  Jason L. Ackerman, CPA, CFP, CGMA

April 2021 0

It's safe to say that, for most CPAs, 2020 was probably the craziest year in memory. Setting aside the macro issues, what is fascinating to…

Featured

How COVID-19 Is Accelerating Change in CPA Firms

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2020 0

Before the coronavirus (COVID-19) pandemic, change was evolving in accounting firms. CPA firms were already seeing a movement away from time-based billing, an increase in…

Featured

ICYMI | The Accounting Curriculum Needs a Complete Overhaul

By  Jason L. Ackerman, CPA, CFP, CGMA

September 2020 0

As the new school year begins, it's time for the profession to examine how future CPAs are educated in the United States. It's no secret…

Featured

Nine Steps for CPA Firms to Take During the Coronavirus Crisis

By  Jason L. Ackerman, CPA, CFP, CGMA

April 2020 0

The coronavirus (COVID-19) pandemic has caused companies across the world to temporarily close their doors in an effort to halt or slow down the spread…

Featured

Creating a CPA Scholarship Program

By  Jason L. Ackerman, CPA, CFP, CGMA

April 2020 0

Last October's column was about the need for change in the way accounting is taught in high school and college (“The Accounting Curriculum Needs a…

Featured

Ten Technology Predictions for the Next Decade

By  Jason L. Ackerman, CPA, CFP, CGMA

December 2019 0

As the 2020s approach, it is time for the profession to look to the coming developments for accounting software and technology over the next 10…

Feature Articles

ICYMI | It’s Time to Fire Bad Clients

By  Jason L. Ackerman, CPA, CFP, CGMA

November 2019 0

Every year on October 15, clients send this author's firm information late into the afternoon, expecting the CPAs to finish their individual tax returns by…

Featured

The Accounting Curriculum Needs a Complete Overhaul

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2019 0

As the new school year begins, it's time for the profession to examine how future CPAs are educated in the United States. It's no secret…

Featured

Cybersecurity and Data Breaches

Learning from CCH’s Mistakes

By  Jason L. Ackerman, CPA, CFP, CGMA

July 2019 0

By this point, every CPA knows that CCH was attacked by malware in early May, causing a mass outage of its platform for several days…

Featured

A Lost Opportunity for the Profession

By  Jason L. Ackerman, CPA, CFP, CGMA

May 2019 0

The 2019 tax filing season was a missed opportunity for the CPA profession. This was the year to get ahead of the new tax laws…

Featured

Now Is the Time to Change Pricing and Processes

By  Jason L. Ackerman, CPA, CFP, CGMA

March 2019 0

With the Tax Cuts and Jobs Act (TCJA) coming into effect, completely new forms being issued, and the aftereffects of the government shutdown being felt,…

Featured

Compilation and Review Preparation Is a Dying Business for CPAs

By  Jason L. Ackerman, CPA, CFP, CGMA

February 2019 0

A core part of most CPA firms for over 40 years has been the quarterly or monthly preparation of CPA-issued compilations or reviews for clients.…

Featured

State of the Profession 2018: Views on Practice Management

By  Jason L. Ackerman, CPA, CFP, CGMA and Bernard N. Ackerman, CPA/CGMA, CFP, PFS

January 2019 0

In the past year (2018), have you noticed any trends in practice at your firm/organization? For example, changing workloads; challenges in recruitment, retention, training, promotion,…

Featured

It’s Time to Fire Bad Clients

By  Jason L. Ackerman, CPA, CFP, CGMA

December 2018 0

Every year on October 15, clients send this author's firm information late into the afternoon, expecting the CPAs to finish their individual tax returns by…

Featured

How to Lose a Good Employee Gracefully

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2018 0

For a partner in an accounting firm, there is nothing more frustrating than when a good employee presents his resignation letter. Not only is losing…

Columns

When (and When Not) to Acquire Another Firm

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2018 0

With so many baby boomer CPA firm owners looking to retire without a proper succession plan in place, the market for CPA firms has become…

Feature Articles

Client Satisfaction: The Only Metric Worth Measuring

By  Jason L. Ackerman, CPA, CFP, CGMA

August 2018 0

Most CPA firms today are focusing their efforts on eliminating client interaction. They want clients to drop off their tax info and pick up their…

Featured

Practicing What You Preach

By  Jason L. Ackerman, CPA, CFP, CGMA

July 2018 0

This July, my wife and I are packing our bags and living for a month in Copenhagen, Denmark. This will not be a vacation, although…

Columns

Giving Away Your Services for Free

By  Jason L. Ackerman, CPA, CFP, CGMA

April 2018 0

Every CPA has probably dealt with this scenario: an initial meeting with a potential client who, while explaining their business or tax situation, asks a…

MYP | How to Protect a CPA Firm in the Digital Age News & Views

ICYMI | How to Protect a CPA Firm in the Digital Age

By  Jason L. Ackerman, CPA, CFP, CGMA

April 2018 0

Three years ago, the server at the author's firm was hacked by a Russian scammer who got into the system by sending a phishing email…

Featured

Ten Trends that CPAs Will See in 2018

By  Jason L. Ackerman, CPA, CFP, CGMA

February 2018 0

2018 is here. Looking ahead to what will almost certainly be an eventful year, here are 10 trends that, in this author's opinion, will affect…

Columns

CPAs Need to Join the 21st Century

By  Jason L. Ackerman, CPA, CFP, CGMA

December 2017 0

The world is changing. The CPA profession is not, or at least it's changing far slower than the accounting profession as a whole. Sometimes it…

Featured

Why Data Is Killing CPA Firms

By  Jason L. Ackerman, CPA, CFP, CGMA

November 2017 0

CPAs love collecting data on employees, clients, and themselves. Most firms track dozens of key performance indicators (KPI) to manage their practices—most of them focused…

Featured

What CPAs Can Learn from Apple

By  Jason L. Ackerman, CPA, CFP, CGMA

November 2017 0

It's been 10 years since Steve Jobs announced the iPhone, the little gadget that changed the world, bringing the Internet to people's pockets and connecting…

Featured

Sustainable Leadership

Doing What’s Right for the Profession

By  Jason L. Ackerman, CPA, CFP, CGMA

October 2017 0

On May 17, 2017, this author had the honor of speaking on a panel at the second annual NYSSCPA/Hedge Fund Roundtable Sustainability Investment Leadership Conference…

Featured

Creating A Culture of Learning

By  Jason L. Ackerman, CPA, CFP, CGMA

September 2017 0

When hiring a new team member, the most important thing is cultural fit. New hires can be trained to do just about anything in accounting…

Posts navigation

1 2 next

Subscribe to The CPA Journal’s Free Newsletter

Our Latest Content

  • First Look at the Secure Act 2.0 January 2023
  • CPAJ News Briefs: FASB, IASB, AICPA January 2023
  • Toward Resolving IRS Staffing Shortages January 2023
  • Seven Ways to Decrease Stress at Work January 2023
  • Practice Management and Tax Practice in the Current Environment January 2023












About The CPA Journal

The CPA Journal is a publication of the New York State Society of CPAs, and is internationally recognized as an outstanding, technical-refereed publication for accounting practitioners, educators, and other financial professionals all over the globe. Edited by CPAs for CPAs, it aims to provide accounting and other financial professionals with the information and analysis they need to succeed in today’s business environment.

Contact Us

The CPA Journal
14 Wall St. 19th Floor
New York, NY 10005
CPAJ-Editors@nysscpa.org

Our Partners

Thomson Reuters Checkpoint
SmartBrief

Subscribe to The CPA Journal’s Free Newsletter

Privacy Policy

View the NYSSCPA privacy policy

© 2022 The New York State Society of CPAs. All rights reserved.