insights for cpa firms

Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....

Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....

Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...

The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...

Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...

With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...