insights for cpa firms

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...

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...