Practice and client management

Never assume that the client understands or knows what you are talking about.

Moving from"compliance to reliance" is a difficult journey, but Mentor Plus CEO Edi Osborne has a roadmap for firms.

The Roanoke, Va. firm leader wants professionals to "step back from [their] spreadsheets" and take a deeper look at their client's business.

Do a structured debrief right now — while the wounds are still fresh — to ensure busy season goes better next year and beyond.

RSM director confirmed as USDA Administrator in White House; NJCPA awards $375,000 in scholarships; and more personnel and CPA office news.

The Sustainability Accounting Standards Board Foundation has appointed Perella Weinberg Partners partner and CEO Robert K. Steel as its new chair, succeeding former New York City Mayor Michael Bloomberg, the founder and chief executive of Bloomberg LP. Steel previously worked under Bloomberg as deputy mayor.

Do you see the gleam of understanding and interest in the eyes of your listeners when you tell them about your services? Or do they just stand there, numb and uncomprehending, wishing they were somewhere else?

The former CEO of the Sustainability Accounting Standards Board is passing on the chairmanship post to vice-chair Jeffrey Hales.

Hold a meeting with everyone in your firm and discuss what occurred.

The software helps taxpayers determine the new Section 199A tax break on qualified business income of partnerships and S corporations under the new tax law.

Randy Rupp, CEO of Top 100 Firm Rehmann, discusses how his firm is expanding its managed IT services practice.

HMWC hosts children’s book donation drive; RoseRyan opens a cannabis solution practice; and more news from CPA offices across the country.

If a firm doesn’t effectively address obstacles, it will not be able to grow at a satisfactory rate.

Uncle Sam is getting less after the White House and Congress agreed to cut taxes — but not the guy with the green eye shade. At least not yet.

An EY tax partner says she was sexually harassed by colleagues, including one who groped her in front of other employees at the Walt Disney World Resort.

The workshops, led by consultant Danetha Doe, will focus on how branding is the top way accountants can stay ahead of the curve.

Tax season ends tomorrow, and hopefully you will take off April 18, so you’ll be ready to start the rest of the year on Thursday. How will you manage this?

Firm partners are famously as herdable as cats, but Dom Esposito has some ideas for how to hold them accountable for achieving the firm’s goals.

Don’t point fingers when something goes awry. Focus on your firm’s systems and processes so the same mistakes don’t keep popping up.

Clients don’t care how much you know about accounting; they care how much you know about their situation.