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Succession Questions That Need Answers During Tax Season
Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...
Mar 42 min read
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Important Tax Season Reminders for M&A Success
Many firms will determine—either now or right after tax season—that a merger is a top priority. Whether your firm will be the successor...
Feb 72 min read
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How to Gain an Edge in Practice Continuity and M&A Post-Tax Season
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
Apr 23, 20242 min read
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Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
Apr 4, 20241 min read
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Set the M&A Negotiating Table with the Right Expectations
Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
Jan 24, 20241 min read
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Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
Dec 5, 20232 min read
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Taking Advantage of the Shrinking Middle Tier of CPA Firms
The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...
Sep 13, 20231 min read
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Are You Ready for the Fractional Partner?
Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...
Sep 5, 20231 min read
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6 Steps to Elevate Tax Season from Good to Great
The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...
Aug 19, 20231 min read
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Data to Drive Excellence and Enhance Recruiting and M&A Options
Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...
Feb 20, 20231 min read
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Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
Sep 12, 20222 min read
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Use the 4 Ps to Achieve Success as a Managing Partner
With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...
Apr 11, 20221 min read
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5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
Feb 28, 20222 min read
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5 Steps to Make M&A Success Happen This Year
In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...
Jan 27, 20222 min read
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Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
Oct 22, 20211 min read
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Podcast: Top 5 Qualities That Make Your HR Staff Shine
More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...
Jun 1, 20211 min read
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10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
May 18, 20212 min read
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How to Protect Your Best Clients from Your Competitors
In every market, CPA firms have a wish list of clients they would like to have. Clients will change accountants for all kinds of reasons....
May 13, 20212 min read
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Podcast: What to Expect from a Firm Marketing Professional
A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...
May 12, 20211 min read
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Top 10 Steps to Maximize Profitability
Maximizing profitability is not as simple as raising billing rates and controlling costs. It is a disciplined process that will influence...
May 11, 20211 min read
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