Practice management

Accountants play a crucial role in guiding our clients through some of their most stressful moments — the challenges of growth and the complexities of the acquisition process.

First understand how things get done at your firm. Who needs to give a green light for an initiative to move ahead?

The Top 100 Firm is retiring the role of managing principal and adopting the new leadership structure on Jan. 1, 2025.

When a CPA transitions from individual contributor to leader of many people, their technical skills alone will not be enough to drive results.

Regional Leader Yeo & Yeo is growing in Southeast Michigan, while two firms in New Jersey have joined forces.

Accountants are generally pessimistic about the economy as a whole, but feel much more confident when it comes to their own firm and clients.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Consider this "introduction" as a sales effort to make the advisory services' sale.

Financial Cents, which makes practice management software for accountants, announced a new $9 a month plan for solo practitioners.

With the merger, the Regional Leader will add offices in Cedar Rapids and Coralville, Iowa.

Eligible professionals can now earn revenue share with QuickBooks Payments.

Accounting tech space sees major acquisitions this week; Bitwave releases Data Fusion tool for digital assets; TaxValet gains B-corp status; and other accounting tech news.

DMJPS launches Be Greater Scholarship to celebrate 75th anniversary; Weaver adds three to transaction advisory services; and more news from across the profession.

All too often, clients literally don't know what their accountants are talking about.

Tax technology company Vertex announced its acquisition of European e-invoicing company Ecosio

IRIS and AccountsIQ announced a new partnership to provide an integrated suite of cloud-based payroll and HR solutions.

Firm leaders face the twin challenges of managing current operations while positioning themselves for future growth.

Top 25 Firm Cherry Bekaert announced its acquisition of accounting tech provider Kerr Consulting, becoming one of the largest Sage providers in the U.S.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.