A Forward-Looking Approach to Performance Reviews

Source: Solutions for CPA Firm Leaders The following includes excerpts, reproduced with permission, from an article by Rita Keller. I have been saying for many years that if you don't update yo...more

Pitfalls to Avoid on the Road to a Merger

Source: Journal of Accountancy  Authors Joel Sinkin and Terrence Putney discuss the many roadblocks to avoid in order to complete a successful merger. They include: Planning roadblocks Ill-...more

Using Metrics the Right Way - Continued

Source: Public Practice According to Bill Reeb, metrics rarely provide a CPA firm with definitive answers, they just help them ask more questions. Depending on the situation, the same statistic may r...more