Practice management

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

Smaller accounting firms have been enthusiastic in experimenting with ChatGPT but so far are hesitating to put it towards serious client work.

The Minnesota-based firm announced a merger with local firm HG&K, Ltd.

Weaver acquired HKG; Porte Brown merged in RVG Partners; and HW&Co. added ECS Billing & Consulting South.

The New York-based firm is the platform's third major deal.

Plus ShareFile releases ShareFile for Accounting; Diligent launches audit reporting dashboard; and other news from the accounting technology arena.

EY promotes 966 to partner globally; Baker Tilly admits 44 partners; and more news from around the accounting profession.

As more businesses embrace ESG standards, it's important to understand the concept and identify its implications for the accounting profession.

The Top 10 Firm laid off about 3% of its staff, mostly in the advisory and tax business lines.

Did you spend your time on significant initiatives that will move your firm forward — or did you keep focusing on the low-hanging fruit that's easy to reach?

The CEO of Top 50 Firm Cherry Bekaert advises accounting leaders to listen carefully — and keep pushing, no matter what happens.

Small businesses may be impacted most by rules requiring them to disclose who's really in charge.

The Cleveland-based Top 50 Firm netted 10 new clients thanks to a recent acquisition.

Christian Rivera's E-commerce Accountants is constantly pivoting to best serve its niche market of online sellers and influencers

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Gene Marks recommends five internal metrics for clients to consider when they're looking to purchase a company.

The widespread availability of the high-powered chatbot has led to a panoply of new AI-powered accounting solutions.

You're not building a client advisory service practice to focus on things that don't matter.