Practice and client management

Sageworks has released an e-book that provides technology advice to accountants and other business advisors.

Marcum LLP has named its longtime managing partner, Jeffrey M. Weiner, as chairman and CEO, and David Bukzin as vice chairman.

BDO’s global network of accounting firms has named Keith Farlinger as CEO of BDO International, succeeding Martin van Roekel, on Nov. 1, 2017.

Financial planners need to start planning for their own ultimate futures, according to U.S. Wealth Management's John Napolitano.

Art Kuesel on how communication and trust will make a professional indispensable to a client.

There was a time when consulting projects came in very specific shapes and only fit into the same-shaped hole.

Users can share documents and view a live activity feed.

Most firms face a never-ending challenge finding and acquiring new clients. According to a recent study, over 70 percent of firms make business development a major priority. Here are five basic mistakes that undermine many firms’ ability to attract new business.

Small firm accountants do it all, not just the wide variety of services.

A federal district court has ruled in favor of tax preparers who filed a class-action lawsuit against the Internal Revenue Service over its right to charge fees for Preparer Tax Identification Numbers, and the IRS may need to refund hundreds of millions of dollars in fees collected each year.

The company also has modified the user interface for its mobile app.

Bennett Thrasher hikes the Appalachian Trail; Clark Schaefer Hackett rebrands; and more news from CPA offices across the country.

The Tax Office of Tomorrow

The Top 100 firm is traveling across Georgia to benefit non-profit GiGi's Play House.

Prof. J. Edward Ketz's commencement address at Penn State offers lessons for all young accountants.

Taking a ‘Radical’ firm to the next level requires agility.

Clients are focused on sales, delivering products and services, and growth, but many of them don’t understand how to consistently stay profitable. That’s where their accountant comes in.

The Top 6 firm's two weeks of fundraising will go towards ending child poverty.