Practice and client management

Ed Mendlowitz marks 400 consecutive weeks of practice management columns.

Highly successful firms employed tools that helped them gain useful market knowledge to make more informed decisions that enable their marketing programs to be more effective.

The Committee of Sponsoring Organizations of the Treadway Commission issued guidance Wednesday on enterprise risk management for cloud computing to help organizations using COSO’s ERM framework improve their cloud governance.

CPA firms are becoming increasingly concerned about clients who have lax cybersecurity in place.

Instead of being just a CPA, be the coach your clients and team need to succeed.

Dropping clients is reducing cash inflow without an offsetting reduction in costs.

Major elements of the accounting firm model are changing, and Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching identify some of the most important changes that firm leaders need to keep up with.

Having accountants involved seems to lower costs and result in fewer restatements.

Small gestures pay big dividends and cement your position as the trusted advisor.

The service didn’t flag hundreds of millions of dollars of unsupported deductions.

Every one of your clients wants to work with an accountant they can trust and rely on.

As CEO of a midsized or small CPA firm, ask yourself this tough question: “Why would someone want to be a partner in this firm?”

The Internal Revenue Service has begun offering online Tax Pro Accounts that practitioners can use for submitting an authorization request to an individual client’s own taxes online with the IRS.

Our currency is what we know, along with our ability to use it to help our clients.

Accounting firms’ most common mistakes involve focusing on themselves, not their clients.

The Internal Revenue Service has launched a campaign this summer to persuade tax professionals to improve their cybersecurity amid an escalating series of ransomware attacks around the world.

While CPAs have provided crucial financial counsel to clients navigating economic uncertainty, it does not mean they themselves are out of the woods.

The Regional Leader has bought Breakpoint Technology, a data analytics and technology collaboration practice in Louisville, Kentucky.

The overemphasis on measuring and reporting sustainability has delayed, and displaced, the urgent action needed to tackle societal challenges.

Some people might have ulterior or selfish reasons for doing something, but that doesn’t negate what you can learn from them.