Practice and client management

In its annual report, the advisory committee cites the burdens of tax reform on the service.

The accounting profession’s leaders see the upside of massive change (mostly).

These 12 steps should help firms capture more 'diamonds.'

Wolters Kluwer Tax & Accounting North America introduced its 2018 set of Emerging Leaders on Wednesday at the CCH Connections user conference in Miami Beach.

‘De-commoditize’ yourself by filling the role technology can’t play.

The system uses artificial intelligence and predictive analytics to deliver the latest tax news and insights to affected clients.

It can be difficult for accountants to develop a consultative approach to serving their clients, and Rainmaker Companies’ Angie Grissom offers useful advice on how to open up the opportunities.

Specialization, curation, and intelligent workflow will make for a better practice — not trying to meet every client’s every need.

The Indiana Society of CPAs also held its annual Day of Service.

No practitioner wants to discover that their client’s data has been compromised.

Boxstorm Ultimate now supports Shopify and Shippo, and Zoho Books offers VAT filing and simplified MTD compliance

Roth & Co. opens office in Jerusalem; RSM releases ERP blockchain solution; and more news from CPA offices across the country.

Behavioral retargeting may help increase conversions among potential clients.

Extended deadlines, exemptions from some securities laws, and relaxation of low-income housing rules aim to help those affected by the storm.

It never ceases to amaze me how lax many small and midsized CPA firms are when it comes to managing their work-in-process and accounts receivable and optimizing their cash flows.

Identify the windows of opportunity within each purchasing cycle.

Creating your perfect competitor makes you a better, more focused firm.

A commission report warns public companies about email dangers.

Sacha Romanovitch will not stand for re-election for a second term and will step down after a successor is appointed before the end of this year.

Public speaking is a serious responsibility and must be approached that way.