Practice and client management

The collapse of BF Borgers in May 2024 unleashed a flood of new clients.

If you were designing a CPA practice from scratch, what would you do about tax season? Keep it as is, make some changes or possibly eliminate it?

Virtual cards have come on the scene as a viable solution for managing purchases made outside the organization.

The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.

Though the SEC has yet to issue regulations specific to AI, that doesn't mean companies are off the hook when it comes to disclosures.

How about an entrepreneurial path that puts you in an environment where you can be strategic and innovative for the good of the firm?

As M&A rebounds in 2025, dealmakers should conduct a thorough cultural assessment to make sure potential acquisitions are the right fit.

Business clients have additional tasks to tackle when branching out across the country.

Is this a fantasy situation, a made-up story or the reality in your firm?

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

Spend management solutions provider Ramp released a new solution in response to recent advances in AI image generation making it easy to create convincing fake receipts, a major fraud risk.

The 10 firms with the most public company audit clients accounted for 65% of the total market, down from 70% in 2023.

EisnerAmper added Prague & Co.; and GTM acquired the state income tax practice of DMA.

Many companies are enthused by Trump's proposals to cut taxes and regulation, but there's mounting concern that his tariffs will raise prices and squeeze margins.

In an era dominated by private equity and merger mania, firms that want to stand alone have to make that a conscious — and continual — choice.

New clients may seem easy to come by now, but that won't always be the case.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Tax season usually is the most stressful period of the year for accountants. Staying calm will help you, your clients and staff.

All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, not the sort of thing that they really value.