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.

 

 

NJCPA and Third-Party Events

September 21, 2022Live Webcast
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September 21, 2022Live Webcast
September 22, 2022Live Webcast
September 24, 2022Live Webcast
October 7, 2022Live Webcast
October 18, 2022Live Webcast
October 28, 2022Live Webcast
November 16, 2022Live Webcast
November 18, 2022Live Webcast
December 8, 2022Live Webcast
December 13, 2022Live Webcast
December 13, 2022Live Webcast
January 17, 2023Live Webcast

    Resources


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    TaxDome
    Get two months free of TaxDome's simple, powerful workspace to manage your practice: clients, jobs, documents and teams. 
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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.