insights for cpa firms

Now that you’ve made it through the intensity of tax season, where do you go from here? We all know there needs to be a recharging of the...

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...

Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...

Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...

Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on...

The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...

Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...