Practice management

Accountants spend a lot of time learning their craft and keeping current. What many do not do as well is keep up with practice management. An easy way is to read some of the many books on that topic.

Sax LLP raises more than $106K through its annual charity run; Rosen, Sapperstein & Friedlander helps the YMCA of Central Maryland; and other charitable initiatives from firms across the country.

Brown Schultz Sheridan & Fritz hosts charitable mini-golf tournament; HLB unveils 2023 strategic vision; and more CPA news.

HW&Co. names former intern as new CEO; Financial Accounting Foundation announces appointments across multiple organizational boards; and more personnel news.

If your firm doesn't have a plan, you need to start working on it fast.

Accountants should be engaging more deeply with business owner clients’ succession plans.

The Top 100 Firm is acquiring Alexandria, Virginia-based Halt, Buzas & Powell.

The next wave of technology, powered by advanced automation and AI, will completely transform the complete expense process, streamlining workflows and integrating real-time data so that finance teams only need to focus on the issues that matter most.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

Mergers take numerous forms.

As part of this year’s Top 100 Most Influential People survey, Accounting Today asked, “What is the most important issue currently facing the accounting profession?”

Tax pros share their strategies for dealing with cost-conscious clients.

NJCPA delivers more than 6K pounds of food and supplies to community food bank; DuCharme McMillen celebrates 25 years; and more CPA news.

BKD appoints new national leader for private equity; Crowe elects 34 partners and principals; and more personnel news.

The New Jersey Society of CPAs donates over 6,600 lbs. of food; Grant Thornton names Sneakers for Soldiers to its Purple Paladin program; and other charitable initiatives from firms across the country.

Technologies like AI can help firms take their client onboarding to the next level.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?