Practice and client management

Accountants and advisors do not live in a vacuum or are not cordoned off in a silo but are subjected to everything going on in the real world and in business and serving the needs of our clients.

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting.

The emergence of virtual cards, especially when combined with AI-powered fintech apps, offers accountants a new approach to solving a long-standing challenge.

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Travel and expense solutions provider Navan released Navan Accountant Console, a dedicated solution made specifically for accounting firms.

Katz, Sapper & Miller has added a valuation and advisory firm in the Chicago area to its business valuation practice.

When it comes to your career, know the cost of choosing to be on a championship team.

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.

The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.