Practice management

Reducing client load is important for a partner to grow.

Happy Tax has acquired Opportunity Tax and Insurance, a franchise network of eight storefront tax preparation and insurance sales offices in North Carolina, Georgia and Florida, and announced a partnership Monday with Santa Barbara Tax Products Group, a subsidiary of Green Dot, to provide refund advances and refund transfers.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

A deeper into look at your firm's skills and services may reveal some surprises.

Digital transformation requires a management team that fills all the necessary niches.

It's the easiest way to get new business, but it requires a little work.

The Texas Society of CPAs has posted a toll-free phone help line for victims of the devastating Hurricane Harvey.

Hilderbrand & Clark, a CPA firm based in San Ramon, Calif., disclosed it detected unauthorized access to its computer systems from abroad while filing tax returns.

LBMC appoints shareholder in information security; Moore Colson promotes seven; and other recent hires, promotions and personnel news from firms across the country.

Frazier & Deeter opens Las Vegas office; JRBT merges in local Waco practice; and more news from CPA offices across the country.

The annual list recognizes top leaders from accounting firms across the country.

Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.

An NAEA survey reveals the most common reasons taxpayers receive CP2000 notices.

Embracing technology can help small business owners serve customers better, make better decisions and grow more efficiently.

Small businesses can solve one of their most pressing problems with data they already have.

A look at tools and techniques for examining and improving the way accountants do business.

The Top 100 Firm held their second annual event aiding over 70 charity organizations in nearly 30 cities.

While most firms understand the need for social media as part of their overall marketing strategy, they are often lost when it comes to understanding how to measure its success.

The global accounting association honored three international students with $3K each in funds.

Partners need to grow individually because that is what will propel the firm’s further growth.