Practice and client management

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.

Bob Lewis of the Visionary Group examines the opportunities private equity firms are creating in accounting, what it will mean for your firm, and how it will play out in the future.

New cybersecurity rules from the Securities and Exchange Commission are already prompting companies to put more emphasis on the topic in their disclosures.

The service has faced challenges in transitioning the system it uses for authenticating the identities of taxpayers and tax professionals.

Right Networks, an accounting-centered cloud solutions provider, has changed its name to Rightworks.

War and relief; the gap; partner pay; and other highlights from our favorite tax bloggers.

Don't underestimate the power of sending something that's tangible in this digital age — something that someone can hold and touch.

Many partners say the quality of the tax returns they were given to sign was not satisfactory, and they found many more errors than they considered acceptable.

CLM Advisors moves offices; Brown Schultz Sheridan & Fritz and RKL both named Best Places to work in PA; and more news from across the profession.

New best practices to help practitioners prepare for the inevitable are just some of the new developments going on at the service, according to NCCPAP.

The median growth rate hit 9.1% in net revenue in fiscal year 2022, according to a new survey, over double the 4.2% growth rate of fiscal year 2020.