Practice Management

Prior to this unprecedented time for our community, I had been traveling the country for nearly 10 months, meeting with large accounting firms for one-on-one deep dives into their advisory workflows and client experience.

Wipfli LLP, a Top 20 Firm based in Milwaukee, has added Tidestone Solutions, a technology consulting firm in Portland, Maine, effective April 16.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

Major changes are required in client services, delivery models, staffing practices and management.

A genuinely transformative undertaking requires a structured approach to an organization's people, processes and technology.

The pandemic is restructuring many of the calculations in mergers.

Here are four things your firm should be doing right now to move forward during the coronavirus pandemic.

As businesses look for funding, this new-old method may be worth a look.