Practice and client management

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.

Top 75 Firm Blue will offer cybersecurity and IT services through a partnership with Pioneer Technology .

And that should be their firm, says David Wurtzbacher of Ascend.

With firms changing so rapidly, does it still make sense to lock in a long-term plan?

Three common questions firm leaders ask about building growth strategies that are sustainable, efficient and profitable.

SD Mayer's 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

In an interview with Blake Oliver, former Baker Tilly CEO Alan Whitman shares the key elements for positioning your firm for future success.

Keep your videos brief and focused on a single point to make them most impactful.

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.