Practice management

The Internal Revenue Service has been pilot testing new technology allowing for secure tax transcript retrieval that can integrate with an accounting firm’s practice management system.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

Three of the biggest obstacles businesses face are financial instability, bringing employees back to the office, and developing a COVID-19 vaccine policy. Accountants can help clients through each of these areas.

There’s never been a better time to empower your team to adopt a more strategic and proactive attitude when engaging clients.

The ARP and local aid; advocating for higher taxes; a question of dependency; and other highlights from our favorite tax bloggers.

As tax and accounting professionals, we not only need to prepare ourselves and our business, but also our clients.

Considering how involved tax season is with its many moving parts, there is always room for some improvement.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

Renovating your accounting practice is easier and can produce spectacular results.

In the world of accounting, economic credits and incentives have been shrouded in mystery for some time.

A new era calls for new approaches to client acquisition and client experience.

Financial executives are eyeing tax changes expected in the Biden administration, demands for more environmental, social and governance reporting, and diversity efforts.

The market in new audit engagements is picking up after dropping in the second half of last year.

RSM US is buying Rego Consulting’s ServiceNow workflow automation practice and plans to combine it with RSM’s own.

Before rushing employees back into the office, slow down and assess the situation.

The Employee Retention Tax Credit has been a welcome lifeline to many struggling businesses and those most significantly impacted by the economic uncertainty around the COVID-19 pandemic.

Apple Growth Partners names first female president & COO; Crowe appoints CMO; and more CPA news.

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

Accounting firms have been thinking about the move to advisory services for long enough; it's time to act.

Accountants can’t be complacent about their future, say leaders at the BDO Alliance annual conference.