Practice Management

It can be difficult for accountants to develop a consultative approach to serving their clients, and Rainmaker Companies’ Angie Grissom offers useful advice on how to open up the opportunities.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

The deal will bring together two Top 100 Firms and supplement Marcum’s not-for-profit practice with a nonprofit-focused group led by women partners.

The Indiana Society of CPAs also held its annual Day of Service.

No practitioner wants to discover that their client’s data has been compromised.

Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance

Roth & Co. opens office in Jerusalem; RSM releases ERP blockchain solution; and more news from CPA offices across the country.

BlackLine hires first chief people officer; Katz, Sapper & Miller appoints eight directors; and other recent hires, promotions and personnel news from firms across the country.

Behavioral retargeting may help increase conversions among potential clients.

Extended deadlines, exemptions from some securities laws, and relaxation of low-income housing rules aim to help those affected by the storm.