Practice Management

Plus, Canopy announces Canopy Close Automation in open beta; MYCPE ONE rolls out managed cybersecurity services for businesses; and other news.

Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.

Firms are sourcing new solutions from field staff to expand their tools and upskill their professionals. They aren't just throwing together programs and calling it a day.

The Mid-Atlantic Regional Leader acquired Minneapolis-based Altair Associates, marking its first acquisition and significantly expanding its insurance practice.

The tool, called the Enterprise Attractiveness Score, evaluates 10 dimensions similar to what PE due diligence teams consider when putting a price on a firm.

For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.

Firms are sourcing new solutions from field staff, which serves to both expand their available tools and upskill their professionals. But like any other project, they aren't just throwing together programs and calling it a day.

Gusto's newest release is focused on the accounting practice management arena: six new AI agents designed specifically for business development for CPA firms.

Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.