Practice and client management

Caseware and CPA Club announced a new collaboration that will combine each of their resources to facilitate the implementation and use of quality management solutions for firms.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

The shortage of buyers of small practices is because the potential buyers are not qualified to handle a small practice.

Speakers at Xero's annual conference this week urged accountants to think more deeply about promoting mental health and wellbeing for both clients and staff.

Sage Intaact touts enhanced features for global market; Certinia's Summer 2024 release focuses on efficiency; Korean payments company SentBe goes global; and other accounting tech news.

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.