Practice Management

How LBMC successfully transformed its relations with its clients.

Citrin Cooperman added Goren, Marcus, Masino & Marsh; BerryDunn merged in VantagePoint Healthcare Advisors; Wipfli combined with Hughes & Company; and Calvetti Ferguson acquired Larkin, Ervin, and Shirley.

Here are 12 tasks — one for each month — that accounting firm leaders can use to improve their practices all year long.

Postlethwaite & Netterville, a Top 100 Firm based in Baton Rouge, Louisiana, has added The Koerber Company P.A., a firm in Hattiesburg, Mississippi, that focuses on valuation and litigation support.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

The Top 10 Firm has bolstered its Salesforce consulting practice by acquiring a San Francisco-based consultancy that specializes in the cloud-based CRM system.

A handful of lessons for the accounting profession from the disruption of 2020.

A new year offers a chance for a new start with clients.

Meanwhile, Fulcrum Partners managing director Monte Harrick volunteers to keep his son's varsity basketball season going through COVID-`19 disruptions.

Small and midsized CPA firms that are striving to stay independent need to avoid the potential “sand traps” that can stump their growth and eventually threaten their independence.