Practice management

Whitman Transition Advisors launched two new teams focused on talent solutions and profit strategies.

Plus, Sovos launches Indirect Tax Suite for SAP; Avalara launches AI-based tariff classification code solution; and other accounting tech news.

After a half-century at his firm, David Politziner says accounting is still all about relationships.

Accounting solutions provider FreshBooks will be laying off roughly 20% of its staff across all teams, and at all levels around the world.

Crowe announced a major expansion of its Artificial Intelligence Center of Excellence, effectively doubling its size through the addition of three newly established teams fully dedicated to AI pursuits.

Fish are literally jumping into the boat these days, and accounting firms need to ensure that they get the best possible catch.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.

Accounting firms could greatly benefit from adopting some of the strategies and mindsets these technology companies are using to thrive.

The private equity-backed platform is adding Pasadena, California-based Lucas Horsfall.

The PE-backed accounting business has completed the acquisition of tax prep, planning, advisory and accounting firm Wiener and Garg in Rockville, Maryland.

Aiwyn announced the release of PracticeOS, a vendor agnostic practice management platform specifically for accounting firms.

As more and more professional services organizations lean on AI-driven tools to enable new ways of working, there is some question as to how this will impact pricing models.

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.