Practice Management

The tax and accounting software firm's new TAS Scale program aims to help practitioners transition from a compliance-driven business to an advisory-oriented one.

Citrin Cooperman, a Top 25 Firm based in New York, has expanded its presence to South Florida by adding two firms, Appelrouth, Farah & Co. PA, in Coral Gables, and Bloom, Gettis & Habib PA, in Miami.

The board is proposing a set of revisions to the independence standards for engagement teams working on audits of group financial statements.

WeaveTales, which aims to highlight refugees' experiences through a variety of artistic mediums, is the most recent nonprofit to be featured by the firm's ongoing philanthropic initiative.

The Grand Rapids, Michigan, firm is adding Ferris, Busscher & Zwiers PC, a firm in Holland, Michigan, effective May 1.

Automation and collaboration platform Fieldguide announced it has closed on $17 million in Series A funding at a $100 million valuation.

The U.S. firm also expressed its support for Ukraine, and announced a $250,000 donation to relief efforts.

BKD CPAs & Advisors, a Top 20 Firm based in Springfield, Missouri, is adding Ledgeview Partners, a marketing and customer relationship management consultancy in Appleton, Wisconsin.

A survey from CaseWare finds that a strong majority of firms plan to increase their use of cloud computing technology over the coming year.

A very successful colleague once told me that the alternative to getting what you want was to reduce expectations. Here are some additional alternatives.