Practice and client management

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Even as auditors reported their lowest overall haul of new clients in almost four years, BDO USA topped the charts with a strong number.

Accounting firms can't simply focus on showing up in online search results; they also need to focus on appearing in AI searches on Gemini, ChatGPT and Claude.

Top 10 Firm BDO USA added 10 new clients at the end of 2025, almost all from its November acquisition of Top 100 Firm Horne.

Building an advisory practice in your accounting firm means culling your client list — but that's just the start.

When a client picks up the phone, they have a pressing question or concern they need answered right away.

Around the world, audit, risk and accounting teams are grappling with rising geopolitical and macroeconomic uncertainty.

The Internal Revenue Service is adding capabilities to the online Tax Pro Account, allowing firms to specify which staff members are authorized with CAF access.

As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.

Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.

Turkey hired Ernst & Young LLP to lead a multibillion-dollar privatization of two landmark Istanbul bridges and a string of highways.

The Top 75 Firm named Adam Goode as its next CEO, marking a shift from the firm's co-CEO model.

You don't need to change everyone or chase every new application. You need a system that focuses people on their strengths and surrounds them with the right support.

Management systems and philosophies are a dime a dozen; it doesn't matter which you follow — as long as you follow one.

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

Knowing exactly who you serve — and why — is becoming one of the most powerful competitive advantages a small firm can develop.

PwC executives have asked teams to resume pitching for work with Saudi Arabia's Public Investment Fund after a one-year ban expired.

Whitman Transition Advisors and C-Suite Impact announced a merger to create a consulting firm under the name Whitman Advisory.

The National Association of Tax Professionals unveiled two new credentials focusing on representation, due diligence and ethical practice.