Practice and client management

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.

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.

The threat is that clients decide an AI chatbot is good enough for their purposes and so they never call their accountant in the first place.

When a firm is independent, there's flexibility and a cogent desire to invest in the future.

Artificial intelligence may already be eating away at some advisory services.

MH CPA and Kenilworth Holdings formed a join venture which plans to acquire accounting firms and offer offshoring services.

No matter where a CPA practice is in its life cycle, owners should have growth in mind.

Take the long view with your practice and don't miss any opportunity to train a staff person properly, as shown in these three anecdotes.

Managers at Deloitte and Ernst & Young have instructed staffers to prepare for more work in the kingdom.

Nvidia offers lessons for CPA firm leaders.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.