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5 Tips to Get the Most Out of Tax Season: Optimize Performance
To kick off the beginning of busy season, over February and March we will share ideas to help you and your teams get the most out of tax...
Feb 17, 20201 min read


Jan 7, 20200 min read


Podcast: You Need a Variety of Personnel to Ensure Long-Term Firm Success
Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the...
Dec 16, 20191 min read


10 Questions to Ask in an M&A Buyer’s Market
The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm...
Dec 4, 20191 min read


A Discerning Firm's Guide to the Buyers' Market
The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.
Nov 19, 20192 min read


Practice Integration Imperatives
Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....
Sep 2, 20191 min read


5 Ways to Unleash the Power of ROI at Your Firm
More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...
Aug 19, 20192 min read


Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration
Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...
Aug 11, 20191 min read
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