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Firm Management
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
ARTICLE
Preparing Your Firm for Your Death or Disability
September 22, 2023
BLOG
5 Steps to Master the Art of Advisory Services: A Blueprint for CPAs
September 19, 2023
ARTICLE
NJCPA Firm Operations Forum Helps CPA Advisories Get a Leg Up
September 13, 2023
ARTICLE
Engagement Letter Dos and Don’ts
August 31, 2023
BLOG
Outsourcing Trends for CPA Firms
August 8, 2023
BLOG
Assessing Your Options: M&A, PE and Hybrid Deals
August 4, 2023
ARTICLE
Developing the Next Generation of Leaders
July 18, 2023
ARTICLE
Building a Culture of Commitment and Accountability
July 12, 2023
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NJCPA and Third-Party Events
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November 22, 2024
Live Webcast
Auditing For Fraud
November 26, 2024
Webcast Replay
Quality Management: Understanding and Implementing the New Standards
November 30, 2024
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
November 30, 2024
Live Webcast
A Complete Tax Guide to Exit Planning
December 5, 2024
Spring Lake
Monmouth/Ocean Chapter
The Changing World of CPA Firm M&A | Trusts, Wills and Estates
December 5, 2024
Live Webcast
2024 Anytime, Anywhere Work(TM) Survey Findings for CPA Firms
December 5, 2024
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 5, 2024
Live Webcast
Auditing For Fraud
December 6, 2024
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
December 6, 2024
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 10, 2024
Live Webcast
Learn About the New Quality Management Standards with Renee Rampulla
December 11, 2024
Live Webcast
Small Firm Update
December 12, 2024
Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
December 12, 2024
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 13, 2024
Live Webcast
Auditing For Fraud
December 14, 2024
Live Webcast
Auditing For Fraud
December 17, 2024
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 17, 2024
Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
December 18, 2024
Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
December 18, 2024
Live Webcast
Small Firm Issues
December 20, 2024
Live Webcast
A Complete Tax Guide to Exit Planning
December 21, 2024
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 24, 2024
Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
December 26, 2024
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
December 26, 2024
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 30, 2024
Live Webcast
Auditing For Fraud
January 2, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
January 6, 2025
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
January 9, 2025
Live Webcast
Auditing For Fraud
January 9, 2025
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
January 21, 2025
Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
January 21, 2025
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 22, 2025
Live Webcast
Auditing For Fraud
January 23, 2025
Live Webcast
Accountability: Stop the Blame Game
January 23, 2025
Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
January 23, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 4, 2025
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 4, 2025
Live Webcast
New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
February 6, 2025
Live Webcast
New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
February 6, 2025
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 8, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 12, 2025
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
February 12, 2025
Live Webcast
A Complete Tax Guide to Exit Planning
February 19, 2025
Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
February 20, 2025
Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
February 27, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 4, 2025
Live Webcast
Accountability: Stop the Blame Game
March 7, 2025
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
March 10, 2025
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
March 13, 2025
Live Webcast
Lessons Learned From Recent Accounting Malpractice Actions
March 13, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 20, 2025
Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
March 26, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 3, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 9, 2025
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 10, 2025
Live Webcast
A Complete Tax Guide to Exit Planning
April 18, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 21, 2025
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 22, 2025
Live Webcast
Audit 402: Audit Quality Control - Avoid Peer Review Issues
April 28, 2025
Live Webcast
Accountability: Stop the Blame Game
April 29, 2025
Live Webcast
Auditing For Fraud
May 9, 2025
Live Webcast
Auditing For Fraud
May 15, 2025
Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 22, 2025
Live Webcast
Auditing For Fraud
June 5, 2025
Live Webcast
Auditing For Fraud
June 14, 2025
Live Webcast
Auditing For Fraud
June 14, 2025
Live Webcast
Auditing For Fraud
June 23, 2025
Live Webcast
Auditing For Fraud
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IN THIS SECTION
Accounting & Auditing
AI/Automation
Beneficial Ownership Information Reporting
Business Management
Client Acquisition & Retention
The CPA Pipeline
CPAs Serving the Cannabis Industry
Cryptocurrency and Digital Assets
Cybersecurity
Data Analytics
Diversity, Equity & Inclusion
The Economy
Employment Law and Employee Management
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Firm Management
Fraud Prevention
Governmental Accounting
Leadership
Litigation Services & Business Valuation
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
State & Local Tax
The State of Accounting Education
Technology Planning & Implementation