insights for cpa firms

After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is...

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...

When it comes to accounting firm mergers, there have always been big fans—and those who want to keep their distance. Life in the COVID-19...

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A...