Practice management

Move to a rolling forecast, and spend more time relaxing.

The firm's program, in coordination with the Zach Johnson Foundation and Kids on Course, will provide financial support and mentorship to three college-bound students per year.

Early in my career I always felt I would not be that busy during July and August. Well, the reality never matched my expectations.

The Top 100 Firm in New York has merged in a firm based in the Chicago suburbs that specializes in servicing doctors and dentists.

Accountants can be indispensable translators and conduits for tech for their clients.

Without healthy, profitable growth on the top and bottom lines, any firm will struggle and ultimately die.

Henry+Horne also volunteers at the Phoenix Dream Center.

NJCPA also opens new offices; MarksNelson closes doors for Volunteer Day; and more CPA news.

Citrin Cooperman, Whitley Penn and Clark Schaefer Hackett also announce large numbers of staff advancements; and more personnel news.

PKF Texas built a new three-leader management structure to propel growth.

The module, which is proprietary to Canopy, allows money transfers between Canopy’s customers and their clients using credit, debit or ACH.

Accounting firms need to understand what separates these very different jobs.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

If you’re like most Americans, this is a short work week as thoughts shift to barbecues, fireworks and time spent outdoors with friends and families.

Here are some suggestions to consider and get started on now to help you next year.

The groups will allow members to develop ideas, get advice, collaborate, and share best practices.

The International Ethics Standards Board for Accountants has introduced eCode, a web-based version of the International Code of Ethics for Professional Accountants.

CliftonLarsonAllen collects books and donations for local charities; DHG counts the cans for annual food drive; and more CPA firm news.

Weaver appoints two national strategy leaders; Marcum admits five partners; Anders promotes 34 professionals; and more personnel news.

CliftonLarsonAllen donates more than 1,000 children's books and $30K in monetary donations; Baker Newman Noyes assembles 28 children's bicycles for local nonprofits; and more charitable initiatives from firms across the country.