Practice and client management

One of the most useful pieces of equipment you can have in your office is a document scanner.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

Cindy Adams, who has served as ISCPA CEO since 2012 and as a member for 40 years, will step down this October.

It is more important than ever for accounting and financial service firms to be visible where prospects are looking for insight and help.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

When preparers or younger accountants complete their assignment, but before they submit it for review, they should review it for reasonableness.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Over three-quarters of the audits conducted by the Internal Revenue Service under its centralized partnership audit regime resulted in no change in taxes, according to a new report.

Overall new client additions – and departures – are up from 2020.

Despite ongoing challenges, your practice's busy season doesn’t need to be a disaster.

Saying no to the right requests means prioritizing your time and projects and making sure you have the time and energy for what matters most.

A CPA firm, like any business, is subject to legal risks for the simple fact that it is a business that employs people, maintains vendor relationships, and owns or leases real estate, among other things.

The Great Resignation is forcing accounting firms to rethink their future.

Business owners and accountants alike can look to take advantage of certain deductions and expenses.

Three ways of easing the workload and creating a lighter atmosphere are for everyone to follow the system, improve scheduling, and shift some work from reviewers to preparers.

The subscription management firm releases a new e-invoicing service for SaaS and subscription-model businesses.

This year’s Regional Leaders share their main growth strategies for the next 12 months.

Individual tax return preparation will be revved up going into the last month of tax season.

Businesses are continuing to reevaluate how they measure success, suggesting that the KPIs to which they hold their AR teams accountable will look a lot different than in years past.

Accounting, like every client service career, is all about people, with a side of savviness for numbers thrown in for good measure.