Practice and client management

Whether it's a toxic client, a rogue partner, or an uncooperative superstar employee, high-stakes scenarios inevitably have a negative impact on the firm.

Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.

Too many accounting firms are relying on outdated or inappropriate data to measure their success, says Sarah Dobek.

Whitman Transition Advisors launched two new teams focused on talent solutions and profit strategies.

Fish are literally jumping into the boat these days, and accounting firms need to ensure that they get the best possible catch.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.

Accounting firms could greatly benefit from adopting some of the strategies and mindsets these technology companies are using to thrive.

Each year Ed Mendlowitz prepares and provides to colleagues with a free, updated checklist file. This year's has 370 pages with 205 separate checklists.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Many accounting firms run up against the dreaded profit plateau for a simple reason: The owner is too involved.