insights for cpa firms

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term,...