Practice and client management

Traphagen Financial Group also participated in the Oradell Kids Foundation's annual 5K run in New Jersey.

PKF O’Connor Davies launches family advisory services; Marcum prepares for annual Day of Service; and more CPA news.

What do you think your staff would say about you if they're honest? What would you say about you?

A lack of clarity can be an enterprise killer for accountants.

A chief accountability officer can improve the functioning of accounting firms.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

AICPA announces 36 Leadership Academy grads and grants 25 fellowships to minority students; RKL and Baker Tilly named Best Places to Work in Pennsylvania; and more CPA news.

The Regional Leader firm based in Timonium, Maryland, has brought in Maureen McCarthy and her health care consulting firm as part of the KatzAbosch Medical Practice Service Group.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Expensify, provider of the popular expense management app, has introduced the Expensify Card, a free corporate card for companies that use the app.

The third in a series of articles about running better client meetings.

BDO USA, RSM US, Mazars and others announced new partner classes; and other news from across the profession.

Firms need to focus on actively encouraging client referrals.

Judgment is the critical differentiator for the profession going forward.

Accounting firms need to realize that passivity is passé.

The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.

The service is looking for comments on the proposed forms within 30 days.

ICPAS chief Todd Shapiro lays out the case for going beyond the "trusted advisor" to become a "strategic valued advisor."

Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.