Practice Management

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

A recent survey has found that, aided by automation, the month-end close takes less than a week for the majority of organizations, and for many it's only one to two days.

Often enough, creating capacity isn't about hiring people.

The Top 100 Firm is merging in San Antonio- and Austin-based Ridout Barrett & Co.

Firms that early-adopt ESG will be better positioned to deliver these services when they reach full market demand.

The Houston-based firm has acquired local CPA firm Gummer Group.

Accounting firm leaders need to take the lead in welcoming new clients.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

The Stuart Woods novel shows a way to negotiate fees with prospective clients.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.