Practice and client management

Each checklist was developed based on a need, at that time, and at times I use almost every one — though some much more than others.

CohnReznick celebrates International Women's Day, EY marks ten years of its College MAP program, and UHY holds its annual charity Texas Hold 'Em Tournament.

The leading practices in the country are taking a multi-pronged approach to expansion.

Leading firms share the services and client niches where they're seeing growth.

RoseRyan creates cannabis consultancy; Frazier & Deeter and Armanino open new offices; and more CPA news.

Make clients a walking billboard for your firm.

The laboratory-testing company facing criticism for its corporate governance, will no longer use an auditor for its Luxembourg subsidiaries who was contemporaneously signing off on the accounts of businesses controlled by the company’s largest shareholder.

Accounting firm RoseRyan has created a consultancy called Kukuza Associates to focus on servicing businesses in the growing cannabis market.

Numbers will numb an audience, while stories will engage them deeply.

The deal, valued at over $1 billion, unites two companies that specialize in travel and expense management and invoicing software.

Ten key attributes separate them from the pack.

Thomson Reuters has scheduled its 12th annual series of partner summits for tax and accounting professionals.

Why does the accounting profession settle for being the most trusted advisor?

When I started working, in 1963, the IRS had a policy where everyone preparing and signing tax returns had to be an enrolled agent.

The Minnesota Society of CPAs has a list of outrageous questions clients have asked their tax preparers this tax season.

The accounting profession has been optimizing for two decades; now is the time to transform.

Vertex integrates with Insite Software, RoseRyan releases business management software, and Paychex, Salesforce receive ethics award.

North Carolina firm DMJ & Co. also participated in a local 'Polar Plunge' to benefit the Special Olympics.

Don't be a one-trick pony.

Shifting dynamics — both internally and externally — make for a challenging market. Without careful supervision, it’s easy to make mistakes that can impact profit.