Practice and client management

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

The shortage of buyers of small practices is because the potential buyers are not qualified to handle a small practice.

Speakers at Xero's annual conference this week urged accountants to think more deeply about promoting mental health and wellbeing for both clients and staff.

Sage Intaact touts enhanced features for global market; Certinia's Summer 2024 release focuses on efficiency; Korean payments company SentBe goes global; and other accounting tech news.

Gary Shamis traces the evolution of the "Transactional CPA" firm.

Accountants play a crucial role in guiding our clients through some of their most stressful moments — the challenges of growth and the complexities of the acquisition process.

First understand how things get done at your firm. Who needs to give a green light for an initiative to move ahead?

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

Accountants are generally pessimistic about the economy as a whole, but feel much more confident when it comes to their own firm and clients.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Consider this "introduction" as a sales effort to make the advisory services' sale.

Financial Cents, which makes practice management software for accountants, announced a new $9 a month plan for solo practitioners.

Eligible professionals can now earn revenue share with QuickBooks Payments.

Accounting tech space sees major acquisitions this week; Bitwave releases Data Fusion tool for digital assets; TaxValet gains B-corp status; and other accounting tech news.

All too often, clients literally don't know what their accountants are talking about.

Tax technology company Vertex announced its acquisition of European e-invoicing company Ecosio

IRIS and AccountsIQ announced a new partnership to provide an integrated suite of cloud-based payroll and HR solutions.

Firm leaders face the twin challenges of managing current operations while positioning themselves for future growth.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.