Practice Management

The company provides a chatbot that lets employees request and receive company money up front, rather than completing an expense report later.

CRI has expanded its presence in Florida with a deal that adds offices in Bradenton and Sarasota.

Valuation Research Corp. co-CEO PJ Patel discusses the continued scrutiny of how business combinations are accounted for and valued, and the implications of the new tax law.

Coaching programs aid in recruitment and retention.

The firm is adding more talent in Louisville, Ky.

Spoor Bunch Franz merges in Strawn, Marshall, Cunningham, Condon & Sweat; Rotz & Stonesifer adds Butler, Gingerich & Company.

CWS CPA LLP has started a new online tax preparation business this tax season known as Henry.tax, staffed by CPAs, including stay-at-home parents who work part-time.

Art Kuesel on the importance of valuing your VIP customers.

How well does your firm disagree? “Healthy conflict” is not an oxymoron at high-performing CPA firms. It’s a proven way to make sure the best ideas win and best decisions are made.

Noyes, a 110-year-old wealth management and investment banking firm, intends to acquire more accounting and tax firms after buying Kiely & Associates, LLC, a 25-year-old Chicago tax and accounting practice, last month.