Practice management

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Gene Marks recommends five internal metrics for clients to consider when they're looking to purchase a company.

The widespread availability of the high-powered chatbot has led to a panoply of new AI-powered accounting solutions.

You're not building a client advisory service practice to focus on things that don't matter.

From clients and staff to software vendors and regulators, everyone seems to be telling accountants and accounting firms what to do.

Accountants must strategize to address not only the opportunities presented by AI but also the risks.

Paul Lodder, vice president of accounting product strategy, talks about the company's recent activities as well as its plans for the future.

When properly tuned and integrated, these are powerful engines that can accelerate and drive an accounting firm's journey from survive to transform to thrive.

Internal auditors are in especially high demand by businesses that have faced recent public failures, according to a new study.

The Aprio CEO shares why he changed his firm's name — and his own — and the importance of unlearning.