Practice and client management

AAM Hall of Famers August Aquila and Kristen Lewis examine the rise of marketing as a professional function in accounting firm -- and look ahead to where it's going.

The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related parties as "transactions of interest."

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

If you don't think clients and prospective clients are checking out your Google reviews, think again.

Following its acquisition with Marcum, Top 10 Firm CBIZ has begun centralizing its disparate technology services under a single office.

The collapse of BF Borgers in May 2024 unleashed a flood of new clients.

If you were designing a CPA practice from scratch, what would you do about tax season? Keep it as is, make some changes or possibly eliminate it?

Virtual cards have come on the scene as a viable solution for managing purchases made outside the organization.

The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.

Though the SEC has yet to issue regulations specific to AI, that doesn't mean companies are off the hook when it comes to disclosures.