insights for cpa firms

COVID-19 constantly reminds us of the things we can’t do these days, and, while many CPA firms have adapted to work-from-home realities,...

Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond...

Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...

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