Practice management

The new post-COVID workplace has changed the role of the chief financial officer and created substantial challenges and opportunities in all industries.

The tools, processes and mindset your firm brings to interacting with clients make all the difference.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

Practitioners weigh in on whether texting is a good idea, and their preferred ways to communicate.

One of the most useful pieces of equipment you can have in your office is a document scanner.

The deadline for Accounting Today's 'Best Firms for Technology' 2022 survey has been extended until the end of this week.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

A local practice uses its HOLD program to help staff members help themselves.

Cindy Adams, who has served as ISCPA CEO since 2012 and as a member for 40 years, will step down this October.

It is more important than ever for accounting and financial service firms to be visible where prospects are looking for insight and help.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

The answers to the war for talent will be found in areas well outside of HR.

Houston firm McConnell & Jones is minding its employees’ mental health.

When preparers or younger accountants complete their assignment, but before they submit it for review, they should review it for reasonableness.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Over three-quarters of the audits conducted by the Internal Revenue Service under its centralized partnership audit regime resulted in no change in taxes, according to a new report.

Overall new client additions – and departures – are up from 2020.

Despite ongoing challenges, your practice's busy season doesn’t need to be a disaster.

Saying no to the right requests means prioritizing your time and projects and making sure you have the time and energy for what matters most.

Anders CPAs + Advisors acquires Summit CPA Group; and EGP merges in Henry & Kell.