EXCERPT: CHECKLISTS
EXCERPT&##x3a; CHECKLISTS

Each month CPA Leadership Institute provides our members with a new best practices checklist. This month's list features M&A Due Diligence: Clients and Office Facilities....more

Beyond Bookkeeping
Beyond Bookkeeping

Your Six-Month Guide to a Profitable Client Accounting Services Practice, coached by Larry Bildstein & Carrie Steffen....more

Murder at a CPA Firm

Bowman reports that a shooting at Gordon Advisors in Troy, Michigan, occurred just about a week before the tax deadline....more

Goldenberg Rosenthal, LLP A Great Place to Work

For this month’s profile of one of America’s best accounting firms, we have chosen Goldenberg Rosenthal, LLP, located just outside of Philadelphia. Goldenberg Rosenthal has been selected as one of America’s top 25 firms by The Bowman 100 Special Report....more

Survey Reveals Dismal State of Accounting Firm Marketing

This time we asked their opinion of accounting firm marketing....more

What's Missing in Our Strategic Plans?

Here are some questions to consider that can help uncover common gaps or overlooked areas in your strategic plans....more

Better Service With Better People

 Service is about adding great people to implement “ideas.” We experience service at three levels....more

Client-Centered Referrals

As I discuss in my book, Power Up Your Profits, whenever you have a client in common with another service provider, it’s logical to get acquainted with that person so you can coordinate serving the client....more