Practice and client management

The Regional Leader firm based in Jackson, Tennessee, has received a strategic investment from Copley Equity Partners LLC.

The business advisory and consulting firm is adding a San Jose-based accounting advisory and financial operations firm.

Find out what the client needs and then figure out how to fill that need.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

Storytelling has many practical applications for accountants. Here's how to SPAR with your audience.

Stampli unveiled Stampli Cognitive AI, which sports what it says are "human-level" purchase order matching abilities.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

Michael Bannon explains which accounting firms might want to look into employee stock ownership plans — and why,

How do you fix an industry in consolidation? Enter private equity.