Practice management

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.

Learn to be intellectually promiscuous.

Five major trends and key takeaways from Bill's Accountant Partner Council.

Impress upon your clients the importance of engaging you to perform an array of services for them.

Terrell Turner explains his firm's unique process for upgrading employee reviews.

The cuts include roughly 240 employees in RSM's consulting businesses, and come as demand for the profession's consulting services wanes.

The unexpected demise of an audit firm proved to be a boon for many small auditors.

NASBA selects executive vice president; KPMG releases 2024 CEO Outlook Survey; and more news from across the profession.

Prosperity Partners, a private equity-backed firm in Chicago, has completed the acquisition of Detroit-based Cendrowski Corporate Advisors.

The Regional Leader firm based in Jackson, Tennessee, has received a strategic investment from Copley Equity Partners LLC.

The business advisory and consulting firm is adding a San Jose-based accounting advisory and financial operations firm.