Practice and client management

Jim Bourke of Withum lays out why CAS is a crucial foundation for highly profitable advisory services.

As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

The AAM is rebranding itself as the Association for Accounting Growth, reflecting the profession's evolution and association members' expanding responsibilities.

As affordable accounting services become the new standard, the key to thriving will be brand affinity, loyalty and admiration, starting with client experience.

The discourse surrounding the future of accounting has largely centered on automation, AI and digital transformation. Yet many firms face a more immediate issue.

Most firm owners focus on the revenue lever they have pulled their whole career, but they may never have touched the other lever.

Plus, Xero announces XeroForce custom AI agent builder; Emburse releases new AI purchasing agent; and other news and updates from the accounting tech world.

Public accounting firms are having their own awkward conversation between the firm they built and the firm they now need to become.

Whitman Advisory, Maxwell Leadership and Lions Pride Leadership partnered to launch a leadership development and coaching company.

The idea of semi-annual reporting is a guaranteed self-inflicted disaster, like using a knife while gripping the blade instead of the handle, writes Paul Miller.

Behind on AI; Show-Me State; sunsetting FIRE; and other highlights from our favorite tax bloggers.

At 55, owners are often in a stronger position to adapt, lead change, shape the firm's future and participate in a transition from a position of strength.

Your firm won't grow just because you want it to; it requires the kind of disciplined, intentional approach that Jane Woodling of Marketri lays out in this episode.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

Big Four firm KPMG is eliminating approximately 100 partners in its U.S. audit and assurance practice, after not enough of them accepted an early retirement program.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

The firms that survive and thrive in the next 10 years won't be the ones with a great strategy alone.

Alan Whitman of Nichols Cauley looks at the factors that inform the way firms will grow in the future, and the strategies that will support them.

While organizations are pouring incredible amounts of money into AI, lack of strong governance and coordination between leaders has blunted the effectiveness of these investments or even lost them money.