Practice management

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.

Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

A lack of partner alignment and accountability can get in the way of creating sustainable change.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The Top 100 Firm has been increasing its workforce and footprint despite talent shortages, growing 17% in the first quarter of the year.

The 2024 ATAWW survey is fielding responses from both firm team members and firm leadership about remote, hybrid and flexible work practices.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.

Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

The firm employs about 7,700 people in Canada and had already cut about 2% of its workforce in the country at the end of last year.

To maintain steady organic growth and decrease time to value, financial leaders must implement effective response strategies.

Plus, Sage launches two new integrated suites in U.K. and Canada; and other accounting technology updates.

Eide Bailly admits 24 partners; MGI Worldwide adds new member firm; and more news from across the profession.

A recent survey has found that 40% of tax professionals believe generative AI will allow them to demand higher rates, in comparison to 6% who said rates will decrease.

The Top 50 Firm snagged a $250 million minority investment from private equity firm Bain Capital.

The Top 25 Firm bolstered its business process outsourcing practice with the latest M&A deal.

At the BDO Alliance's Evolve conference, leaders in the profession lay out the highs and lows of the current moment.

Accounting Today's annual selection highlights some of the most cutting-edge practices in the country.

Marcum acquired Croskey Lanni; Ascend added Blackman & Sloop and TSS; RKL eSolutions bought Techware; and the Willeford Group joined Hancock Askew.