Accounting firms have long adhered to a conventional business approach, striving to cater to every need. Consequently, they often find themselves juggling numerous clients and services, leading to issues such as inadequate pricing, overburdened workloads, and staff exhaustion. This reactive, deadline-driven model has adversely affected both individual firms and the profession, driving down prices, allowing clients to dictate terms, and placing unsustainable pressure on firm owners and team members. It's evident that a more sustainable approach is imperative....more

CPA Firm Managing Partners: Join Joe Tarasco to discuss the private equity model and structure and how it compares to traditional M&A. Discover how to achieve a successful transaction under both types of structures. Learn the ramifications and issues for partners and firm leadership to know throughout the decision process....more

Is your accounting firm trying to be all things to all people? If so, you may be taking on too many clients, and causing exhaustion among firm members. There is a better way. Discover how one firm converted many of its clients to a subscription model to alleviate these lasting problems. Learn to transform your firm quickly and with little risk....more

Learn to leverage existing client relationships and current accounting skills to generate new revenue opportunities for you and your firm....more

By Troy Waugh In this month's issue we present Chapter 15 of 101 Marketing Strategies, by Troy Waugh. The book – designed for senior associates and partners of accounting, legal, consulting, an...more