Practice management

Teach preparers how to prepare error-free returns that will elevate their overall quality and that of the entire practice.

The Top Five firm's annual program allots $90K to nine employees, along with nine PTO days, to spend on personal projects and goals.

From blogging and social media to email marketing and prize drawings, preparers share how they lure in new clients.

As the trusted advisor, you need to assume the role of the point person, or integrator.

KPMG and Project Management Institute announce collaboration; Marcum opens Cleveland office; and more CPA news.

Postlethwaite & Netterville promotes 45; SAX adds two partners; and more personnel news.

Anders CPAs + Advisors releases its Community Impact Report; and H&R Block partners with Nextdoor to bring community improvement projects to life.

Auditors need to provide value beyond the compliance function.

AvidXchange raises $260M, Invoiced processes $10B in receivables, and more

My tax season checklists have been updated and are ready for you in a Word file so you can use them as you want.

BDO USA LLP has united several of its technology consulting practices under a new BDO Digital business.

Xero is also seeking student applicants for its $30K Forward Fund through April 20.

CTCPA recognizes Distinguished Service and Women to Watch honorees; Mize Houser rebrands; and more CPA news.

Weaver hires first CFO; Marks Paneth and Friedman expand partnership; and more personnel news.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

U.S. Treasury Secretary Steven Mnuchin weighed in on the debate about a carbon tax in Davos, saying technological developments would make it redundant.

The Big Four firm's Board Leadership Center predicts reinforcing audit quality and setting clear expectations for external auditors will be top of mind in the year ahead.

The last several years have seen a “merger frenzy,” with small and midsize CPA firms (with annual revenues between $10 million and $24 million) getting acquired by larger CPA firms that have a strong brand and a track record of average to above average equity partner profitability.

The California accounting firm's co-leadership model was put to the test in 2020.

Rosen, Sapperstein & Friedlander's contribution will go toward expanding programs at the university's College of Business and Economics.