About the program: What made your firm successful in the past may not necessarily be the same formula that will lead to success in the future, thus creating the need for a new model firm. Never before in the history of public accounting have so many competitive market factors played such a large role for the future of 3 to 10 partner firms. Therefore, implementing a business model to compete effectively, grow consistently, and increase profits each year while developing a succession plan is key to avoiding an upward merger. 

Joseph A. Tarasco, co-founded Accountants Advisory Group, LLC, to assist the leaders  of today's public accounting firms in structuring and managing their practices to increase profitability, maximize value, implement succession planning and achieve long-term success. Joe began his career in the accounting industry with a Big 4 firm and his experience includes  15 years as the managing partner of a 125-person CPA firm based in New York City. In his role as managing partner, Joe was responsible for all areas of the practice, including managing the partner group, marketing, human capital, technology, administration and financial operations.

Managing Partners

Partners

Managers

Firm Administrators

Learn why the old business model for small firms is broken and the potential short- to long-term implications for 3 to 10 partner firms.

The Top 5 factors of developing a business strategy and model to compete effectively in the future and implement a succession plan.

The combination of contemporary leadership and strategy can build a successful firm culture of the future.

Learn how to manage a firm as a contemporary business vs, the old practice model.

Learn how to take advantage of the dynamic marketplace and technology to develop new strategies to overcome threats to the future success of your firm.