Jul 10, 20201 minVideo: Dealing with Firm Transitions, Planned and UnplannedIf your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...
Jun 25, 20201 min5 reasons to move into sell mode amid coronavirusYour accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...
May 7, 20201 minPodcast: Succession Planning Priorities for Every CPA FirmAs CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...
Aug 19, 20192 min5 Ways to Unleash the Power of ROI at Your FirmMore than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...