Practice and client management

During partnership planning, design and discussion related to CPA firm buy-in, be sure to cover these four essential topics.

When a practice is acquired, three major attributes make a difference in client retention.

A recent study found that when a publicly traded company appoints a Black CEO, there is a corresponding bump in average share price.

Here's how to transform drive time from a black hole of dread to a valuable investment of your time.

The last few years offer important lessons for accountants going forward.

Some practices are sold in their entirety, some piecemeal, some are merged, some abandoned and some are "stolen."

A recent study in the U.K. found that not many firms use social media, which makes them far less visible to potential clients.

One year after a landmark private equity investment, a CEO reflects on industrywide change and business transformation, while retaining firm culture.

A recent study has found that avoiding awkward conversations can lead to increased costs in the long run.

Finance pros are looking for an exit strategy, but many don't feel prepared to do an IPO.

The Top 20 Firm has been hearing concerns from clients asking how they can reduce costs without laying off desperately needed employees.

An "integrated marketing communications" approach offers resilience and success when coaxing clients to the top of search rankings.

As your firm grows, there's one crucial thing you will need to do: Let go.

Usually when a practice is sold, the seller sticks around long enough to introduce the buyer to the clients and assures the client they will be available if any problems develop or to field calls when necessary.

Don't underestimate the power of saying 'Thank you.'

Check your accounting firm's org chart — is it time to hire?

The Institute of Management Accountants has engaged the search firm Korn Ferry to help identify its next leader.

The Loveland, Colorado-based firm formerly known as KCoe Isom is planning to add a Regional Leader in Montana in January.

The merger between BKD and DHG put their combined firm at the top of the roster.

At some point everyone has some time pressure, some much more than others, but time pressure is a reality.