Practice management

With the filing season upon us, a raft of brand new challenges await ahead of the April 15 deadline.

The Top 100 Firm embraced togetherness for its staff members in the year ahead despite the ongoing limits of the coronavirus pandemic.

Often the hardest part about developing a new habit is just getting started.

The Internal Revenue Service sent a set of recommendations to Congress for how it plans to carry out the far-reaching set of reforms.

These are books I learned a lot from and wholeheartedly recommend to my colleagues and all business managers and leaders.

QRGA elects next managing partner; Boomer Consulting adds two shareholders; and more CPA news.

When I hear a partner at a midsized CPA firm say, “my client” or “my book of business,” the hair on the back of my neck stands up.

Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.

How LBMC successfully transformed its relations with its clients.

Citrin Cooperman added Goren, Marcus, Masino & Marsh; BerryDunn merged in VantagePoint Healthcare Advisors; Wipfli combined with Hughes & Company; and Calvetti Ferguson acquired Larkin, Ervin, and Shirley.

Here are 12 tasks — one for each month — that accounting firm leaders can use to improve their practices all year long.

I have been in my own practice a long time and figured out early on that if I never lost a client, I would do pretty well.

The Top 10 Firm has bolstered its Salesforce consulting practice by acquiring a San Francisco-based consultancy that specializes in the cloud-based CRM system.

A handful of lessons for the accounting profession from the disruption of 2020.

A new year offers a chance for a new start with clients.

Meanwhile, Fulcrum Partners managing director Monte Harrick volunteers to keep his son's varsity basketball season going through COVID-`19 disruptions.

Small and midsized CPA firms that are striving to stay independent need to avoid the potential “sand traps” that can stump their growth and eventually threaten their independence.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

With only a few days to go before the end of a difficult year, some accountants and tax professionals are still hoping to finish up some perplexing issues for their clients before New Year’s Day.

Most accountants who help clients with the choice of entity focus on the tax aspects. But in order to help clients make fully informed decisions, “personal” asset protection should be considered.