Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
February 28, 2022
Accounting Firm BKD Acquires CRM Consulting Firm Longview Partners
BKD CPAs & Advisors has announced the addition of Ledgeview Partners to BKD, effective March 1. Ledgeview’s 40-plus professionals will become part of the BKD Technologies team. Founded in 2007, Ledgeview Partners is a business and technology consulting organization focused on providing professional services to help grow clients’ revenues by advancing sales, marketing and service...…
February 25, 2022
Your Firm and Your Needs
Many of us have used our skills and expertise to keep clients in compliance with tax and audit regulations. Others have expanded by reducing clients’ workload handling transactional accounting through Client Accounting Service offerings.
February 25, 2022
More Firms Adding Cloud-Based Practice Management Tools
Almost two thirds of accounting firms plan to adopt some form of cloud technology in the next two years to improve virtual collaboration, visibility and efficiency. Of those, one third are accelerating implementation within the next 12 months.
February 24, 2022
How to Manage Your Firm, Your Staff, and Colleagues Effectively
Unless you’re working in a silo, it requires a true team effort to effectively manage your accounting firm. One of the keys to a smooth-running CPA firm, like any business, depends largely on the people you invite into your firm.
February 24, 2022
PKF O’Connor Davies Acquires New York Firm Judelson, Giordano and Siegel, CPA, P.C.
The move builds on PKF O’Connor Davies’ acquisition of Stanley Marks & Company in 2016 and Goldstein, Karlewicz and Goldstein in 2019 also in the Greater Hudson Valley.
February 24, 2022
CPA Tales From the Front: Outsourcing and Workflow Technology
How one accounting firm made it through a crippling staff shortage.The heralding of yet another new year sends a jolt of anxiety back into the accounting business, as our “busy season” is just around the corner again. It’s time to confront the ...
February 23, 2022
Preventing Staff Burnout in Firms
It’s no surprise that four months of stressing out and working crazy hours can take a toll on your mental and physical health. Add to that a pandemic that caused what felt like a two-year busy season, and many public accountants are over it.
February 22, 2022
10 Best Practices to Bring Your “A” Game to the M&A Table
When accounting firms start on the path toward merger and acquisition (M&A), they don’t know if they will be successful. However, one outcome is clear: If either of the two practices doesn't have their act together, the likelihood for success is ...
February 22, 2022
Professionals on the Move: Feb. 2022
Professionals on the Move is a round-up of recent promotions and staffing changes in and around the accounting profession.
February 22, 2022
Edge Marketing Celebrates 25th Anniversary
In the last decade alone, the Edge team has facilitated hundreds of strategic marketing and public relations campaigns, including company launches and rebrands, product and service launches and mergers and acquisitions.
February 21, 2022
Tax Pros Aren’t Slow To Change, They Are Methodical Decision Makers
Claiming tax professionals are slow to change doesn’t capture the essence of the industry. They aren’t slow or behind, they are methodical and thoughtful about the changes they make because of the huge potential impact a specific change can have on ...
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February 20, 2022
MHM Appoints New President
Mayer Hoffman McCann P.C. (MHM), an independent CPA firm, has announced that Andy Burczyk has retired and that Andrew Gragnani has been appointed the new President for the organization. “We want to thank Andy for his leadership, and the great success ...