Firm & Practice Management


Managing Your Career at Every Level — Executive Excellence
 

Managing Your Career at Every Level — Executive Excellence

Posted: September 14, 2018
Executives, typically partners in CPA firms or members of the C-suite in corpora­tions, are constantly thinking about the company’s next move or new clients. But too often succession planning and being a coach to staff falls on deaf ears.

Benefits of Younger Staff Shadowing Seasoned Staff
 

Benefits of Younger Staff Shadowing Seasoned Staff

Posted: July 19, 2018
The shortage of qualified staff and challeng­es of retaining, developing and mentoring staff continue to be top issues at account­ing firms. To attract and retain professional employees, firms must create internal pro­grams focused on mentorship and coaching to enhance the employee experience.

Ethics for CPA Firm Mergers and Acquisitions
 

Ethics for CPA Firm Mergers and Acquisitions

Posted: July 16, 2018
The purchase or sale of a CPA firm brings into focus a whole new set of ethical considerations for buyers and sellers, as they need to take great care to protect clients' best interests. Obtaining clients’ permission for transfer of files is a key responsibility.


Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.

The CPA Industry – A Profession in Transition
 

The CPA Industry – A Profession in Transition

Posted: February 8, 2018
As CPAs begin to look at the first quarter of 2018, albeit in the middle of busy season, there is an undeniable fact that must be addressed — the CPA profession is undergoing dramatic changes from virtually every angle.

The 5 Cs of Building or Buying Alternative Practices
 

The 5 Cs of Building or Buying Alternative Practices

Posted: December 13, 2017
Acquiring a firm with the talent you need can be challenging in itself, but even a small, targeted acquisition of specific talent can be the boost you need to grow a niche practice.


Growth via Acquisition
 

Growth via Acquisition

Posted: August 31, 2017
Mergers and acquisitions have proven to be far more productive and much more successful than building growth organically. The most successful firms that use M&A as a growth strategy start with small deals and target larger M&A prospects. Find out how they do it.