Practice management

CPA Janet Trelite wowed an April 1 audience with her PowerPoint presentation

RSM and Eide Bailly each forge cybersecurity partnerships; Ralph Thomas receives university alumni award; and more personnel and CPA news.

The American Institute of CPAs has appointed a new executive in charge of its professional standards.

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

The “health challenges” that firms face typically revolve around one or more of four main areas.

Ruben Cardona is one of the best accountants I know. One day Ruben came up with his A.U.D.I.T acronym for the five steps of the audit process.

The new authentication process that was installed after a big data breach still isn’t protecting taxpayer info.

The solution funnels data from other areas within the expense management software to create a spend dashboard.

Clients really want to do more business with you. Don’t make it difficult for them.

This perspective has been written for CEOs at CPA firms doing $50 million to $100 million in annual revenue with quality profits per partner who want to make their firms bigger, better, stronger and more profitable.

CliftonLarsonAllen collaborates with Wall Street Blockchain Alliance; Batts Morrison Wales & Lee opens Plano office; and more news from CPA offices across the country.

Blue & Co. hires four in three offices; RubinBrown adds five in three states; and other recent hires, promotions and personnel news from firms across the country.

The wrong partner dynamics can torpedo (or at least slow down) a deal.

How can marketing teams ensure their firms’ websites effectively generate leads and provide useful information for clients?

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

In the long run, spending time on delegating will boost your staff and save you hours.