Practice and client management

What does a firm need to know to determine its interest in PE or another external capital partner? Here are 10 critical questions for CPAs and some vignettes.

Accounting firms need to be more entrepreneurial than the profession has prepared them to be.

Mapping the talent hunt; what taxpayers don't know; new blog on the block; and other highlights from our favorite tax bloggers.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

There has been a seismic shift in attitudes toward generative AI among tax and accounting professionals, according to a new report by Thomson Reuters.

The resurrected version of former accounting giant Arthur Andersen plans to go public, submitting a draft registration statement with the SEC.

Presenting CPE programs is satisfying, helps sharpen your knowledge, is great for networking with colleagues, and sometimes there are unintended consequences.

The International Auditing and Assurance Standards Board is proposing to tailor its standards to align with recent additions to the IESBA's Ethics Code.

Plus, Emburse launches new mobile app with AI; Bill announce new procurement capabilities; and other accounting tech news.

U.S. tax professionals can learn from strategies in other countries like Brazil.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

"I'm so glad tax season is over!" is a phrase often heard from accountants. Why would anyone would say this?

AAM Hall of Famers August Aquila and Kristen Lewis examine the rise of marketing as a professional function in accounting firm -- and look ahead to where it's going.

The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related parties as "transactions of interest."

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

If you don't think clients and prospective clients are checking out your Google reviews, think again.

Following its acquisition with Marcum, Top 10 Firm CBIZ has begun centralizing its disparate technology services under a single office.

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.