Practice and client management

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.

Conflicts, independence and wisdom sit in the native-built corporate tree.

The Michigan-based Top 25 Firm has elected Jason Drake as the eighth managing partner in its 100-year history.

How to offer advisory services the right way

Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.

Only four companies said the events were "material."

Delaying a payment or not paying an invoice are ways for a client to give voice to a problem with your services without causing an immediate confrontation.

The longtime leader of the National Association of State Boards of Accountancy plans to retire at the end of July.

The New York-based Top 100 Firm is also adopting an alternative practice structure.

Jean Stephens, who has led the group for 17 years, plans to step down in May 2024 and become a senior advisor to the network.

In this Vendor Spotlight, we learn more about procure-to-pay solution Airbase.