Practice and client management

What accountants are making in salary and bonuses, and other results of our second annual compensation survey.

As new firm transition models proliferate, consider the 'integrated business services platform.'

A third of accountants conceded in a survey they would not be able to recognize an AI-generated fake receipt if it came across their desk.

Wipfli's infusion of private equity funding from New Mountain Capital promises to help the firm expand, while still retaining the partners' control over the firm.

The 2025 Fastest-Growing Firms forecast what issues they — and the profession — will encounter in the near future.

The Top 20 Firm based in Milwaukee received a minority investment, making it the latest accounting firm to score private equity funding.

High-growth accounting firms are rewriting the marketing playbook.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The International Ethics Standards Board for Accountants weighed in on private equity investment in accounting firms and ethical and independence concerns.

Finance teams shouldn't have to play expense police. The solution isn't more manual review — it's smarter integration and stronger ownership.

Accounting management platform Sage has acquired small business-focused expense management platform Fyle.

The 2025 Fastest-Growing Firms share the challenges they encountered in their rapid revenue accelerations.

Building a strong growth strategy isn't about the 'ideal' client, but the ones who fit best with your firm.

Ahoy, personality! Five ways CPA firms can inject more personality into their brand and client experience.

How a firm interacts with its clients can build confidence and trust, or it can create doubt and frustration if executed inefficiently or unreliably.

Karbon hailed the launch of Karbon for Clients, touted as an end-to-end solution that manages the entire client lifecycle from onboarding to delivery to long-term relationship management.

Client advisory services are proving to be a game changer in how accounting firms engage with their clients, especially when fused with tax advisory services.

Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's unified platform.

Nearly one-third (32%) of Americans have taken no financial steps to prepare for a natural disaster, according to a survey by the Harris Poll on behalf of the American Institute of CPAs.