Practice and client management

The National Association of State Boards of Accountancy has commenced its search for a new president and CEO to succeed longtime leader Ken Bishop.

Tax season is around the corner. Starting now with a few easy steps can relieve much of the pressure later.

PwC and EY are among the large firms collectively shedding thousands of staff.

If you want to grow your practice, you have to be willing to make the sometimes-wrenching adjustments that growing requires.

There's a case to be made against iron-clad contracts.

The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.

Accounting firms are increasingly looking to M&A as avenues for expansion and improved service offerings.

Public accounting is rapidly moving into the future, and anyone who doesn't realize this will fail to remain competitive or viable.

Customer and client relationship management systems have come a long way, says Sarah Dobek of Inovautus Consulting.

IFAC and FASB both appoint and reappoint board members; RSM raises $4.7M for nonprofits via Power of Love program; and more news from across the profession.

Jason Drake will be taking the helm next July and hopes to grow it into a $2 billion firm.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.

Having a large number of positive reviews can often make the difference between winning new clients or not.

Have you ever looked at the websites of the top five CPA firms in your market and observed what similar services they provide?

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

Strategic growth requires a plan, execution and something new to present to potential clients.