Practice and client management

Moss Adams announced the launch of two new AI consulting teams, focused on machine learning and generative AI, who will work with clients on implementing AI solutions.

The Top 100 firm announced it has partnered with Audax Private Equity, making it the latest in a string of large accounting firms to score PE money.

Innovation and change are hot topics, but many who talk about it or wish for it never seem to move forward or make changes.

Boomer Consulting recognizes 10 companies with Boomer Visionary Awards; Marcum Foundation raises over $1M for St. Jude Children's Research Hospital; and more news from across the profession.

Schellman forms new advisory board; New partnership lets Xero users send data to Caseware; Fortanix announces full disc encryption; and other accounting technology stories.

Six years of the Centralized Partnership Audit Regime have elucidated a central understanding: the provisions present plenty of potential pitfalls for partnerships, partnership representatives and the partners.

Caseware and CPA Club announced a new collaboration that will combine each of their resources to facilitate the implementation and use of quality management solutions for firms.

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.