Practice and client management

Wolters Kluwer has acquired a host of cloud-based financial workflow and data exchange solutions from Belgian fintech Isabel Group.

The CPA industry is undergoing profound change, reshaping the landscape of professional services.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

Service line leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, says Sarah Dobek of Inovautus Consulting.

Weaver appoints regional executive partners; Plante Moran adds 25 partners; and more news from across the profession.

Taxpayers and financial institutions now need to verify their identities when they sign in or register to use the system as an extra security measure.

The Big Four firm netted the most new SEC audit clients in the first quarter, followed closely by Deloitte.

Ron Baker's efforts to elevate practice management are innovative, insightful and venerable, and should be understood by everyone managing a practice or who wants to.

The Atlanta-based Top 50 Firm secured funding from Boston-based Charlesbank Capital Partners.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.