Practice and client management

No one likes to contemplate their own mortality, but John Napolitano of U.S. Wealth Management makes it clear why accountants need to get their business-owner clients thinking about exit planning.

A firm found itself shorthanded during tax season when two of its most experienced tax return reviewers left. What should they do?

While one marketer is good, two or more working toward a common goal is even better.

Get back 10-plus hours of every week with this strategy.

These five strategies can help you boost your profits, without ever have to sell to a prospect.

The CPA Consultants Alliance held its annual meeting online to discuss challenges confronting the accounting profession from COVID-19 and elect a new slate of officers for this year.

Growth consultant Gale Crosley talks about taking a practice across the country and around the world.

Don’t make tax season the deciding factor in the important things in your life.

Avalara launches its "Standing with Black-Owned Businesses" promotion; and Anders CPAs and Advisors releases its 2020 Community Impact Report.

The pandemic has yet to subside in any meaningful way, and that means a certain level of uncertainty remains across industries, including accounting.

Strategic planning is about the choices partners make about the future of the firm, both what to do and, more importantly, what not to do.

Tax professionals share the strangest misconceptions their clients have about taxes.

Many firms are struggling to digest and integrate mergers and are finding it difficult to make things happen.

A collection of things practitioners already hate about dealing with their clients this season.

The Top Five Firm's annual RSM Classic PGA Tour event, hosted by the Davis Love Foundation, has now donated more than $22.2 million to family-focused organizations since its inception 2010.

Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

A record number of CFOs in S&P 500 companies stepped down last year, partly due to the turmoil facing their companies from the coronavirus pandemic.

For radical CPAs, starting the new year is a great time for change. Whether you’re thinking about adopting a new process or technology or revamping everything at your firm, it all starts with being intentional.

Brown Schultz Sheridan & Fritz donates $50K to nonprofits; Kassouf promotes 19; and more CPA news.