Practice and client management

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.

Is it time to move away from staying independent for as long as you can and pivot to cashing out and merging up before the inevitable enhanced tax rates kick in and your general compliance shop’s worth diminishes?

Just getting through tax season is not a strategy.

If you don’t receive a five-star rating from a client, don’t get angry or brush it off.

Sikich LLP, a Top 100 Firm based in Chicago, is buying Process Stream, a quality management and insurance technology consulting firm in Princeton, New Jersey.

One person lagging or falling behind or not meeting their due date commitment holds back everyone else.

While retailers and consumer-oriented commercial businesses embraced online marketing years ago, accounting practices have been slow to adopt digital marketing strategies.

When you look at what separates the great firms from the average ones today, good decision-making stands out.

Being a partner is a change of mindset. You are no longer just focused on your own career, but also the careers of many others.

Your next great idea could come from any level of your accounting firm, or even outside it.

A conversation with the ‘Guy’ with the answers.

Staffing and compensating a financial planning practice starts with the right model.

Your clients don’t care how much you need to earn to keep your business afloat; they care how much value they’re receiving.

Which has more priority — reviewing a return that would take two hours to complete, or reviewing 12 returns that would take 10 minutes each?

Growth consultant Gale Crosley shares crucial guidance for firms looking to focus on consulting and advisory services.

Citrin Cooperman co-founder Niles Citrin announces retirement; BKD names regional managing partner; and more CPA news.

When going back to basics, ask yourself what you would look for in a CPA if you were the client.

The Small Business Administration pushed back the deferment period for all its disaster loans, including the COVID-19 Economic Injury Disaster Loan (EIDL) program, until next year.

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

The performance and experiences of the biggest practices in accounting in 2020 offer six lessons for the profession.