Practice and client management

The accounting firm's CEO or managing partner plays a leading part in the success of any private equity deal.

Plus, Genius Scan introduces new expense reporting capacities; Xero to retire WorkflowMax; and other news from the accounting technology arena.

Overall new client additions — and departures — continue to rise, thanks to M&A.

It's vital to take a personalized approach to each business to understand their circumstances, help determine whether they're eligible for Disaster ERCs, and accurately calculate potential credits.

As an accountant, how many times have you missed out on attending something important? Accountants are used to missing key events, especially as tax deadlines loom.

The expense management company is consulting with accounting and tech leaders to help guide future product development.

By taking advantage of vertically integrated ecosystems, accounting firms of all sizes can optimize their time on client-facing activities, have more balance, and bring more joy to their work.

Even well-established professional services firms are becoming increasingly wicked environments.

Steven Zelin, the Singing CPA, is a sole practitioner with a staff of 20 who all work virtually.

Staffing has become so big a concern that it has actually broken into a number of smaller issues.

Inovautus Consulting's '2023 Growth Outlook' finds accountants willing to trim their client rosters.

Challenging times only make having a shared vision and game plan more important for accounting firms.

Let the 80/20 Principle energize your firm's growth by strategically culling your client list.

A recent survey has found that while a solid majority of small and midsized businesses want to improve their spend management, few CPA firms offer services to help them.

Chairman and CEO Alan Whitman stepped down abruptly from leading the Chicago-based firm after working there and a predecessor firm for 20 years and nearly seven years as CEO.

There are more good accounting firms than ever looking to sell. But you may have to go on many dates before you find the perfect match.

Building strong relationships with clients is more critical than ever, especially for firm owners who want to improve client retention.

The 25 accounting practices with the highest revenue growth in percentage terms in 2022 from Accounting Today's Top 100 and Regional Leaders list.

The Big Four firm is pausing its plans to spin off its consulting side as a separate public company as it works to appease warring partner factions.