Firm Management and Succession Planning Knowledge Hub

Gain tactics for managing your firm and establishing a succession plan with our collection of articles, events and resources.

 

Content

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PODCAST

Why a Busy-Season Debrief Has Value, and Why It’s Not Just for Tax Teams

May 18, 2022 Source: Journal of Accountancy
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ARTICLE

Four Strategies for a Future-Ready Firm

May 3, 2022 Source: CPA Trendlines
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ARTICLE

Top 10 KPIs to Assess for Accounting Firm Growth

May 3, 2022 Source: Inovautus
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ARTICLE

Four Accountability Steps for Firm Success

April 28, 2022 Source: CPA Trendlines
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ARTICLE

Top Challenges in a Hot M&A Market

April 18, 2022 Source: Journal of Accountancy
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ARTICLE

Cultivating Your Firm's Next Generation of Leaders

April 18, 2022 Source: AccountingWEB

 

NJCPA and Third-Party Events

June 14-17, 2022Atlantic City
Featured
May 25, 2022Live Webcast
May 25, 2022Live Webcast
June 6, 2022Live Webcast
June 9, 2022Live Webcast
June 16, 2022Live Webcast
June 17, 2022Live Webcast
June 22, 2022Live Webcast
September 21, 2022Live Webcast
September 24, 2022Live Webcast
October 7, 2022Live Webcast
October 28, 2022Live Webcast
November 16, 2022Live Webcast
December 13, 2022Live Webcast

    Resources


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    SMI/CallTower
    Save on Microsoft Teams/Office 365 as well as Microsoft Voice licensing to help your employees, customers and clients meet, call and collaborate.
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    Mergers & Acquisitions Classified Ads
    View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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    Whitman Transition Advisors
    Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
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    QuickFee
    QuickFee brings firms of all sizes an easy way to eliminate merchant fees and streamline their collections by giving clients the choice of multiple payment options from a secure, online location.