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Achieving an optimum level of growth in your firm requires more than vision. It requires a strong, synergistic team aligned with processes and practices that will keep your firm on track to meet short-and long-term goals.

The shift of public accounting firms, traditionally focused on providing auditing and tax services, into expansive multidisciplinary firms has long raised concerns among investors and regulators.

Accounting firms have been using benchmarking for decades, but are they using the results to understand the drivers that impact each metric? This session will show participants why the RPH is so critical and how it is fueled by the performance of secondary metrics that build a firm's value, culture, sustainability, and marketability.

Immerse yourself in an engaging series of technology-focused presentations, unveiling an array of innovative products and services specifically tailored to enhance your workflows.

The White House has vetoed a bill that would have repealed a measure requiring custodians of crypto assets to count them as liabilities on their balance sheets.

Learn how a joint research study by Choreo and Accounting Today explored how accounting firms and CPAs are looking to expand and grow their client base and wallet share in 2024. Deepening client relationships and expanding offerings can be complicated undertakings, which is why a partnership based on authentic collaboration may benefit both the accounting firm and its clients.

No one knows better how to grow an accounting firm than those who have done it – and this panel brings together some of the savviest: Firm leaders who have built thriving practices that are more than standing up to the biggest challenges in accounting. They'll share their strategies for growth; for keeping clients, staff and partners happy; for managing technology; and much more.

The promise of CAS (Client Advisory Services) practice is to gain potential new revenue streams with access to new and different clients all while streamlining processes. If your firm is exploring benefits of a CAS practice, or if you are already offering some CAS services but need to fine-tune your offerings, this workshop is for you.

AI has taken the world by storm. The accounting profession is especially on AI's radar. Recent AI research reports state accountants are among the most exposed to AI.