Practice management

Here are some suggestions on how to pull work out of tax season and push it into November and December to better handle the extra work.

If your firm isn’t actively addressing underperforming partners, you are looking at the world through rose-colored glasses.

KPMG hires principal in the international tax group; H&R Block adds 10 VPs; and more personnel news.

Traphagen Financial Group also participated in the Oradell Kids Foundation's annual 5K run in New Jersey.

PKF O’Connor Davies launches family advisory services; Marcum prepares for annual Day of Service; and more CPA news.

Today there is considerable consternation that women and blacks are underrepresented in the partnership ranks of CPA firms.

What do you think your staff would say about you if they're honest? What would you say about you?

A lack of clarity can be an enterprise killer for accountants.

A chief accountability officer can improve the functioning of accounting firms.

You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.

AICPA announces 36 Leadership Academy grads and grants 25 fellowships to minority students; RKL and Baker Tilly named Best Places to Work in Pennsylvania; and more CPA news.

BKD names three office managing partners; LBMC appoints SALT leader; and more personnel news.

The Regional Leader firm based in Timonium, Maryland, has brought in Maureen McCarthy and her health care consulting firm as part of the KatzAbosch Medical Practice Service Group.

Uber passengers are asked to evaluate their ride as soon as they get out of the car, and the drivers are also asked to evaluate the riders immediately. This seems like it would be a good idea for accounting firms.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Expensify, provider of the popular expense management app, has introduced the Expensify Card, a free corporate card for companies that use the app.

The third in a series of articles about running better client meetings.

BDO USA, RSM US, Mazars and others announced new partner classes; and other news from across the profession.

Firms need to focus on actively encouraging client referrals.