Practice management

Marketing directors and partners at accounting firms share the same goal: advancing the firm’s brand and helping it achieve specific growth and profitability targets.

Aprio promotes a dozen to partner and director; Mathieson, Moyski, Austin & Co. hires first firm administrator; and more personnel news.

A group of international accounting organizations is calling for improved reporting and action on the UN’s Sustainable Development Goals to hit the ambitious goals set for 2030.

Top 100 Firm Boyer & Ritter also donated more than 3,100 cans of food as part of its holiday party.

A group of six travel and expense management software vendors — Abacus, Captio, Certify, Chrome River, Nexonia and Tallie — have come together under a single company, Emburse, in an effort to challenge SAP Concur.

Customer relationship management is an essential part of an accounting firm’s business, but it often gets overlooked in favor of the good accounting work the firm does for their client.

With a little bit of data analysis, accountants can help small businesses develop more profitable approaches.

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting.

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

BKD and MBAF each relocate NYC offices; AAM celebrates 30 years with new logo and Facebook Live event; and more CPA news.

Katz, Sapper & Miller appoints first CIO; Reynolds, Bone & Griesbeck announces next MP; and more personnel news.

Illinois firm Scheffel Boyle also donated 34 care packages to active U.S. service members.

For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.

The International Ethics Standards Board for Accountants has released a set of revisions to the International Code of Ethics for Professional Accountants, making some changes in the independence standards for assurance engagements, other than audit and review engagements.

Get working on it now, before the filing season rush begins.

The Internal Revenue Service’s announcement last month delaying a requirement for reporting partners’ share of partnership capital offers some extra time to busy tax practitioners, but the issue still isn’t going away and may lead to some other problems.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

The clients and markets of the future will require firms and accountants to think more clearly about the investments and effort they want to put into developing new capabilities, according to consultant Gale Crosley.

Start 2020 by firing yourself as the boss, CEO or managing partner. Then rehire yourself. As the new, CEO what would you do to justify the confidence you had in you?

Armanino and its Armanino Foundation also announced $50K in donations to various nonprofits to mark the firm's 50th anniversary.