Practice management

These nine steps can help you transform your firm's culture by starting with small, intentional changes that challenge fixed thinking patterns.

Rochester, New York-based Insero Advisors has received a strategic investment from Rallyday Partners, to accelerate the firm's growth.

Springline Advisory, a financial and advisory firm backed by the private equity firm Trinity Hunt Partners, has partnered with South Florida-based Fiske.

KSM subsidiary Noble Consulting Services has added Rector & Associates; and Kyle David Group acquired Kennedy & Associates.

The software developer says the line reflects its commitment to providing small businesses and their advisors with the tools, insights, and connections they need.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

More firms are creating alternative paths for employees who want to excel, but who don't want to "sell their soul to the firm" in order to make partner.

Caseware announced that it has appointed David Marquis, a five-year Intuit veteran, as its new CEO.

Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

Ericksen Krentel elects sixth MP; Yeo & Yeo, Grassi and BMSS move offices; IFRS Foundation appoints three new trustees; and more news from across the profession.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Plus, IRIS beefs up Firm Management solution, customer success function; and other accounting tech news and updates.

The deadline for our Top New Products list has been moved to Wednesday, Jan. 15.

EisnerAmper merges in HDA Accounting; BDO USA adds Blue Beyond Consulting; and Brady Martz welcomes Green & Miller.

The Association for Accounting Marketing is accepting nominations for its annual awards, including its new Business Developer of the Year award.

Here are some life lessons I've learned from dusting myself off in sports, academics, and my accounting career.

Business and tech consultancy Net at Work has acquired the Sage and Acumatica practices of accounting and ERP product reseller and developer e2b teknologies.

Seth Siegel, CEO of Top 10 Firm Grant Thornton, announced he is stepping down from his position after 30 years with the firm.