Source: VeraSage Institute The following contains excerpts, reproduced with permission, from a blog entry by Matthew Tol. We are fortunate enough to be picking up a new customer (via referral) fr...more

Source: Accounting Today Gary Boomer outlines the five major responsibilities of a CPA firm’s CEO/managing partner: Strategic planning. Although the planning process should involve input f...more

Source: The Marc Rosenberg Blog The following includes excerpts, reproduced with permission, from a blog entry by Marc Rosenberg. In it, Rosenberg lists 12 characteristics of a successf...more

Source: CPA Leadership Institute Practice Management Survey Here are the results of our latest email survey about CPA firm practice management.   Does your firm have a blog on your we...more