Clients who call with a quick question may need a more complete analysis than they're ready to hear.

Silicon Valley Bank overinvested in long-term bonds, so there was a high likelihood that those bonds would have to be sold prior to their maturity.

Find out how to harness the power of AI to make you even more relevant to your clients than you are presently.

When assessing a practice merger candidate, sometimes the "little" things are the "big" things.

Sometimes a potential merger partner doesn't seem like a good fit during the initial discussions.

Steven Zelin, the Singing CPA, is a sole practitioner with a staff of 20 who all work virtually.

Hitendra Patil's new book on artificial intelligence is a must if you intend to continue in business for a while.

Look at the return as if it were the prior year's return of someone you are trying to get as a client for this year.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

While a lot of accounting work is more or less of a commodity nature, the rest creates a strong and trusted advisor relationships with clients.