Practice and client management

Disclosures in financial statements and SEC filings about the current and potential impacts of COVID-19 are a major concern.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

While transcripts are notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them.

Corporate boards of directors are dealing with new problems in financial reporting and accounting.

Aligning with other practices and business professionals has become more critical than ever before.

Here are seven best practices to boost your website’s efficiency and effectiveness.

Accounting firms gain much more by automating information collection than you might think.

I have always felt that if I do not excite clients, I have less of a hold on them and the relationship than I should.

You have five years to get your business-owner clients ready to leave.

Client accounting services could take your firm to the next level.

The massive changes brought about by the coronavirus pandemic make this a great time for accounting firms to revisit their core mission statement, according to Carrie Steffen of The Whetstone Group.

Accounting firms should apply these valuable tools to thrive through the pandemic.

Despite the many, many downsides of COVID-19, one of the biggest silver linings has been that it forced CPAs and accountants into being true advisors to their clients.

Most companies don’t expect to reduce their office space in the coming year.

Regulators are making it harder for small-time shareholders to put forth proposals aimed at cracking down on excessive pay, climate change and other corporate governance concerns.

The Big Four accounting firms have developed a set of metrics for companies to use for environmental, social and governance reporting internationally.

There are two key areas that CPA firms should closely watch to manage audit fees in 2020.

COVID-19 doesn’t seem to be having an impact on such disclosures, according to a report from Ernst & Young.

Prepare an engagement proposal that lists exactly what you will be doing and the total price for the project.

The Sustainability Accounting Standards Board is moving beyond environmental issues and further into the areas of social and governance reporting.