Practice and client management

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.

Automation pitfalls; partners in meetings; offering financial planning; and other highlights from our favorite tax bloggers.

Any business that lets past due accounts receivable accumulate is not being managed well.

Small businesses are experiencing the weakest sales since 2020, according to a new report from Xero, despite signs of an improving economy.

REDW relocates in Albuquerque; Eide Bailly names the winner of its annual Resourcefullness Award; and more news from across the profession.

Your competitors of the future are probably not who you think they are.

The business model of a CPA firm has shifted, and many firms are still not acknowledging that.

The framework focuses on strategy execution and refinement based on a clear organizational purpose, a robust strategy and effective governance.

A firm's strength lies in its dedicated team of professionals committed to ensuring client satisfaction, regulatory compliance, and streamlined operations.

The ethics of the profession and the trust accountants build with clients will protect them from outside competitors.

Many things can go wrong in buying an accounting practice, and sellers need to protect themselves.