Practice management

The Regional Leader has grown its presence in Phoenix.

Each year Ed Mendlowitz prepares and provides to colleagues with a free, updated checklist file. This year's has 370 pages with 205 separate checklists.

Your Part-Time Controller appoints chief growth officer; LBMC launches family law support services practice; and more news from across the profession.

Kirsch CPA Group in Hamilton, Ohio, is one of the first small firms to transition to an employee stock ownership program.

Private equity may bring valuable, if not entirely welcome, changes to the accounting profession.

Recent data has found that successful firms maintain a balance of both advisory and compliance engagements.

Beyond private equity lie a host of other acquirers and accounting firm structures — and not all of them will be good for the profession.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Many accounting firms run up against the dreaded profit plateau for a simple reason: The owner is too involved.

In an environment of constant change, simply managing change isn't enough.