Practice and client management

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.

There is a tendency to keep the clients we have, whether they are overgrown or not, or whether or not they still fit.

Service line leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, says Sarah Dobek of Inovautus Consulting.

Weaver appoints regional executive partners; Plante Moran adds 25 partners; and more news from across the profession.

Taxpayers and financial institutions now need to verify their identities when they sign in or register to use the system as an extra security measure.

The Big Four firm netted the most new SEC audit clients in the first quarter, followed closely by Deloitte.

Ron Baker's efforts to elevate practice management are innovative, insightful and venerable, and should be understood by everyone managing a practice or who wants to.

The Atlanta-based Top 50 Firm secured funding from Boston-based Charlesbank Capital Partners.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Too many accountants use these arguments to avoid charging clients what they should.

Some of Accounting Today's fastest-growing firms share what turbo-charged their expansion over the past year.

Some of Accounting Today's 2024 Fastest-Growing Firms share the obstacles they had to overcome to turbocharge their revenue.

Some of Accounting Today's 2024 Fastest-Growing Firms share what they're excited about for the future.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

Struggling with management structure seems endemic to the professional services business, almost regardless of the size of the firm.

You will not be promoted unless the current partners have full confidence in your ability to maintain and grow what they are passing on to you.

Ethical standards in accounting encompass the moral principles and rules that accountants are required to adhere to during their professional work.

Pretty much every accountant has used AI in one form or another, with the most common use case being data entry and processing, according to a poll from Intuit QuickBooks.