Practice and client management

Gary Shamis traces the evolution of the "Transactional CPA" firm.

Accountants play a crucial role in guiding our clients through some of their most stressful moments — the challenges of growth and the complexities of the acquisition process.

First understand how things get done at your firm. Who needs to give a green light for an initiative to move ahead?

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

Accountants are generally pessimistic about the economy as a whole, but feel much more confident when it comes to their own firm and clients.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Consider this "introduction" as a sales effort to make the advisory services' sale.

Financial Cents, which makes practice management software for accountants, announced a new $9 a month plan for solo practitioners.

Eligible professionals can now earn revenue share with QuickBooks Payments.

Accounting tech space sees major acquisitions this week; Bitwave releases Data Fusion tool for digital assets; TaxValet gains B-corp status; and other accounting tech news.