Most firms today have embraced effective and empowered practice management for many reasons: improved engagement and retention of their valued professionals, greater profitability, more collaboration ...

In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose. While ...

"Seek out mentors that have held various leadership positions in your firm who can help you better understand the nuances and responsibilities of the practice leader role that are specific to your ...

For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as ...

Q What do you see as the biggest shift in the relationship between CPAs and their clients in recent years? A I’m going to cheat and list two. The first is the transition away from “CPA as ...

Firm360, the all-in-one practice management platform for accounting firms, today launched the Firm360 Claude Connector. Built on Anthropic's Claude, it lets partners, firm administrators, and practice ...

CaronBletzer, a New Hampshire-based CPA firm that specializes in employee benefit plan audits, announced a new practice ...

Private equity (PE) remains very active in purchasing physicians' private practices, but when acquisition activity is as high as it is now, practice owners have a number of cards to play in ...

Efficient therapy practice management software takes much of the responsibility for accuracy and efficiency away from employees, allowing them to focus on their primary patient-related duties. The ...

Practice Better, a practice management platform for health and wellness practitioners, announced it raised $13 million in growth capital funded by CIBC Innovation Banking. The funding comes one year ...

The addition of Flaharty Asset Management is Modern Wealth’s second acquisition of a firm in Florida in two months.

Program management has the goal of achieving success for a program initiative -- which generally contains several related medium to large projects -- to enhance overall company performance. Program ...