Practice management

AI is the talk of the town these days, and its application to the tax and accounting profession means automating tasks that we are accustomed to billing for by the hour or form.

I recommend eliminating the tick and tie review in favor of an issue review.

Get IT out of the back room and working for your firm.

MICPA appoints next president and CEO; Grassi rebrands; and more CPA news.

Honkamp Krueger elects executive board; Marcum appoints national advisory practice leader; and more personnel news.

The Top Five Firm's annual RSM Classic PGA Tour event, hosted by the Davis Love Foundation, has now donated $17.6M to family-focused organizations since its inception 2010.

Advanced data analytics, cutting-edge training and well-defined processes help Gineris & Associates thrive without bricks and mortar.

A slow quarter for the biggest firms saw lots of small gains for smaller auditors.

Rebranding is about much more than just new logos.

Your clients’ complex financial lives offer major opportunities.

Take an exponential approach at your firm, not an incremental one.

The Committee of Sponsoring Organizations of the Treadway Commission is releasing new guidance on its widely used ERM Framework.

This short read highlights the growing importance of, and the many changes to, the role of the "CF-Know."

The Big Four firm is pledging to reduce travel emissions and harness more renewable energy solutions for its offices.

Eide Bailly, a Top 25 Firm based in Fargo, North Dakota, has added Platinum Consulting Group, a government and nonprofit consulting firm based in Fullerton, California, effective Feb. 3.

Teach preparers how to prepare error-free returns that will elevate their overall quality and that of the entire practice.

The Top Five firm's annual program allots $90K to nine employees, along with nine PTO days, to spend on personal projects and goals.

From blogging and social media to email marketing and prize drawings, preparers share how they lure in new clients.

As the trusted advisor, you need to assume the role of the point person, or integrator.