Practice and client management

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

Mergers take numerous forms.

As part of this year’s Top 100 Most Influential People survey, Accounting Today asked, “What is the most important issue currently facing the accounting profession?”

Tax pros share their strategies for dealing with cost-conscious clients.

NJCPA delivers more than 6K pounds of food and supplies to community food bank; DuCharme McMillen celebrates 25 years; and more CPA news.

BKD appoints new national leader for private equity; Crowe elects 34 partners and principals; and more personnel news.

The New Jersey Society of CPAs donates over 6,600 lbs. of food; Grant Thornton names Sneakers for Soldiers to its Purple Paladin program; and other charitable initiatives from firms across the country.

Technologies like AI can help firms take their client onboarding to the next level.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?

The quality of corporate governance was graded at C+ at best by a group of chief audit executives, according to a new report from the Institute of Internal Auditors and the Neel Corporate Governance Center at the University of Tennessee in Knoxville.

The age of online purchasing is creating a new sense of urgency driven by prospects and clients. Timing is the differentiator, and accounting firms that can demonstrate knowledge and answer clients faster could rise to the top.

Environmental, social, and governance investing is gaining popularity not only for its “feel-good” factor but also for its potential to spot financial risks that often cannot be identified in a company’s quarterly results.

Exxon Mobil Corp. won a closely watched securities-fraud trial that delved into its internal accounting for the financial risks of climate change, a striking rejection of New York state’s claim that the company misled investors for years.

The notice delays a requirement for reporting partners’ share of partnership capital.

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.