Practice management

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

The small Tampa auditor picked up a big tranche of engagements from another auditor that exited the field.

KPMG appoints new global head of audit; Weaver launches health care advisory practice; and more news from across the profession.

Plus, FloQast achieves ISO 42001 certification on AI systems; and other accounting tech news and updates.

FinQuery announced the appointment of Joe Schab as CEO, George Azih as executive chairman and Justin Smith as COO.

Carr, Riggs & Ingram, a Top 25 Firm based in Enterprise, Alabama, has added CapinCrouse, a Regional Leader based in Indianapolis, effective Jan. 17, 2025.

KPMG US set up a subsidiary that has filed an application in Arizona to establish a law firm in the state, with hopes of going national.

Accounting and auditing analytics software company Caseware has bought Extractly.ai, an Australian AI startup that offers intelligent document processing.

As a firm leader you have hundreds of opportunities every week to give positive feedback to your team.