Practice and client management

While outsourcing and automation both offer answers to talent shortages, as the economy shifts, firms increasingly ask, “Why not do both?”

The best referral sources are existing clients, unless they aren't pleased.

The cloud hosting provider added a new CTO and VP of strategy, while EZLease launched a free option, Payoneer is offering Form 1042 support; and other news and updates from the accounting technology world.

Launching a peer-to-peer mentoring group can be incredibly valuable for CPAs.

Dozens of companies in the U.S. are joining a pilot program to test a common electronic invoicing network.

Focusing on the right key performance indicators enables a business to home in on the metrics that benefit it the most.

The service’s recent policies expedited the hiring of new employees, but prolonged delays in eligibility verification could increase the risk of exposure of taxpayer data, according to a new report.

It is important for strategic advisors to concentrate on the big picture. However, sometimes we need to look closely at the details.

Good points to the IRS; avoiding partnership; sharpen your marketing; and other highlights from our favorite tax bloggers.

Accounting firms and departments need to modernize their policies for employee wellness, retention and organizational success.

Review what you do and how much time you really have to work on what is essential.

The Top 25 Firm became the latest accounting firm to receive PE funding with a strategic investment for an undisclosed sum from Parthenon Capital.

There’s a simple technical fix for the exam cheating that landed Ernst & Young with a $100 million fine from the SEC, but the problems go deeper.

Many professional service firms don't realize that many referrals come from people who aren't paying clients.

EY’s potential IPO of its consulting activities could trigger stock windfalls of as much as $8 million each for the consulting partners, compared to $2 million on average for audit partners.

Regardless of whether they have reached retirement age, owners must identify the “why” of exiting their business as a first step. Transitions are often entwined with personal relationships, finances and emotions.

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

The annual list recognizes top leaders from accounting firms across the country.

The International Sustainability Standards Board is reaching quorum strength with the latest appointments.