Practice management

What you're charging clients is a delicate subject even in the best of times, and the current crisis makes it even more uncomfortable. Sarah Dobek of Inovautus Consulting offers advice on how to handle this complicated topic.

The State of Connecticut Insurance Department has launched an initiative to work with local accounting firms on a program to expand their presence in the captive insurance company market.

Billing and invoicing tools are critical for keeping the cash coming in.

State CPA society leaders share how accountants are responding to the pandemic — and the new opportunities it is creating

PricewaterhouseCoopers has developed a contact-tracing app as the Big Four firm looks forward to reopening its offices during the coronavirus pandemic and tries to help its clients safely open theirs as more states announce plans to gradually lift their stay-at-home orders.

Some firms may think now is not the time to be reaching out to new clients -- but they can't afford not to keep prospects moving through their pipeline, says business development consultant Art Kuesel.

We just got through a most unusual “tax season,” with taxes pushed aside at the beginning of April to be consumed with the SBA and PPP.

A recent Accounting Today survey reveals how firms are handling the pandemic.

CalCPA announced 2020 Women to Watch; Deloitte and Dean Dorton launch podcasts covering coronavirus issues; and more CPA news.

There is no doubt that we all live and operate in a profoundly changed reality, in which the state of continuous change has become the "new normal."

The cost savings alone are a compelling reason to replace live seminar training with remote delivery.

The rules surrounding the Payroll Protection Program (PPP) under the Coronavirus Aid, Relief and Economic Security Act (CARES Act) are evolving. It is very clear that accountants will play a critical role.

Right now, we’re in the danger zone of having some of these pandemic-era habits becoming permanent.

The ‘End User Era’ means companies need to empower their employees.

LEA Global, an international accounting firm association also known as the Leading Edge Alliance, has appointed Anthony Szczepaniak as its CEO.

You can still reach out to prospects even in the midst of the coronavirus pandemic.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

Prior to this unprecedented time for our community, I had been traveling the country for nearly 10 months, meeting with large accounting firms for one-on-one deep dives into their advisory workflows and client experience.

Wipfli LLP, a Top 20 Firm based in Milwaukee, has added Tidestone Solutions, a technology consulting firm in Portland, Maine, effective April 16.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.