Practice Management

Taxpayers and financial institutions now need to verify their identities when they sign in or register to use the system as an extra security measure.

Tyler Otto, president and owner of Specialty Bookkeepers & Tax, turned his wife's side hustle into a full-fledged firm after losing his job.

The Big Four firm netted the most new SEC audit clients in the first quarter, followed closely by Deloitte.

Accounting firms and vendors alike have stressed the importance of having a "human in the loop" to oversee AI. Just who are these humans and what do they do?

Ron Baker's efforts to elevate practice management are innovative, insightful and venerable, and should be understood by everyone managing a practice or who wants to.

CliftonLarsonAllen CEO Jen Leary has been focusing on expanding the firm's appeal, especially to young accountants, as CLA grows its international network.

The Atlanta-based Top 50 Firm secured funding from Boston-based Charlesbank Capital Partners.

Grant Thornton names three regional leaders; Schneider Downs establishes new subsidiary; and more news from across the profession.

Plus, Biller Genie launches QuickBooks Desktop integration, PayPal integration; and other accounting technology news.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.