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
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.