Practice and client management

Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.

AI has raised the bar for what counts as good service in clients' eyes, meaning the humans will need to up their game, perhaps through the use of AI.

Financial reporting and automation solutions provider Inscope announced a new release that uses agentic AI to produce a review-ready disclosure checklist.

Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.

For most of the last 40 years, running a tax and accounting firm was a peacetime job. That's not the case anymore.

This year's top resellers in the accounting space say they're facing greater expectations on a number of fronts.

Ernst & Young is expanding its use of artificial intelligence to make the tax preparation process more efficient, while also recognizing its limitations.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

Got an important question? You may not need a consultant, but rather a community of your peers who are just a little ahead of you.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

Accountants are no longer just educating clients about tax law, but actively dismantling AI-generated fiction before it turns into audit-triggering liability.

The Top 25 Firm appointed Dee Burger as its first CEO. Founder and former managing partner Bill Carr will remain on as chairman of the board.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.

AI has become the No. 1 way to fake receipts for expense fraud. Before then, people generally relied on specialized templates from sketchy websites.

Starting with AI, a number of new developments are making the professional landscape feel stranger than ever.

Before you jump into the offshoring pool, or if you've recently jumped in, set up benchmarks to track your progress and look for areas to improve.

Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.

For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.

Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.