Practice management

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Aprio acquires Kirsch Kohn Bridge; Opsahl Dawson adds Hauser Jones & Sas; and Doeren Mayhew acquires BHT&D CPAs.

Accountants and advisors do not live in a vacuum or are not cordoned off in a silo but are subjected to everything going on in the real world and in business and serving the needs of our clients.

Carr, Riggs & Ingram and PKF O'Connor Davies separately announced they scored funding from investment firms.

Accounting software development cycles will accelerate with generative AI, but so will competitive pressures.

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting.

Plus, TaxBit launches platform for both traditional and digital finance; Mastercard releases business solution platform; and other news.

KPMG International appoints global sector heads; Withum launches AI-focused website; and more news from across the profession.

The Top 25 Firm based in New York added a management consulting and CPA firm in the Baltimore area, its second acquisition in two days.

the accounting solutions provider is expanding to all small businesses after mainly concentrating on the bookkeeping needs of venture backed startups.

The emergence of virtual cards, especially when combined with AI-powered fintech apps, offers accountants a new approach to solving a long-standing challenge.

A survey of ERP users found Info is used most often for accounting and finance; Microsoft for inventory management; SAP and Oracle for sales and customer relations.

The acquisition of the San Diego-based outsourced accounting and advisory firm is the latest deal since Citrin received private equity financing.

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Travel and expense solutions provider Navan released Navan Accountant Console, a dedicated solution made specifically for accounting firms.

Katz, Sapper & Miller has added a valuation and advisory firm in the Chicago area to its business valuation practice.

When it comes to your career, know the cost of choosing to be on a championship team.

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.