Practice and client management

AAM awards several practices for marketing excellence; McDermott & Miller changes name; and more news from CPA offices across the country.

The driver behind M&A is no longer always growth, according to Charles Hylan of the Growth Partnership.

Sustainability information is increasingly a part of corporate reporting, but many companies are still relying on boilerplate language in their disclosures, according to a recent report.

With so many firms undergoing mergers and acquisitions as part of their overall growth strategy, knowing how to handle these brand transitions smoothly is a critical component of a firm’s long-term viability.

The Indiana CPA Society's longtime president and CEO, Gary Bolinger, plans to retire at the end of the year after 33 years of service.

Charles Hylan of the Growth Partnership talks about why firm strategies often aren't realized.

In a keynote with institute chair Kimberly Ellison-Taylor, the AICPA prez says accounting will be unrecognizable in five years.

Jennifer Lee Wilson breaks down the do's and don'ts of transitioning to tomorrow's leaders

Every time Tom Hood, who is executive director and CEO of the Maryland Association of CPAs, gives a speech (and he gives a lot of speeches), he asks his audiences of accountants about the top challenges they face.

The American Institute of CPAs has written a letter to the Internal Revenue Service and the Treasury Department asking them to postpone the effective date of the centralized partnership audit regime for one year until the end of 2018.

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.