Gain new skills to help clients create value through a proven process that is now used by advisory firms globally....more

Redefining Career Paths and Growth Opportunities...more

In the world we live in today, creating and maintaining culture in a hybrid environment is essential. In this session we will dive into developing leadership strategies, a vision, and a communication plan to build your firm into a powerhouse where people want to thrive. Expect to identify critical and intentional actions that you can implement right away....more

Considering acquiring a CPA firm? Use this checklist as a guide for which partner and employee data you should gather....more

Nineteen tips to market your CPA firm effectively.

1.  Clients are consistently satisfied by their overall experience with the CPA firm.

Clients consistently share their delight in working with the firm's professionals. They report receiving prompt responses to their questions (via phone call or e-mail). All communications received are well-written, appropriate in length and without typographical or grammatical errors.

2.  The firm has a process around responding to RFPs (requests for proposals). 

There is a well-communicated and adhered to procedure around who will coordinate the scheduling and creation of proposals. RFPs are handled in a way that immediately identifies who will take the lead in developing the proposal, and who will collect all pertinent information from the prospect (via face-to-face meeting, preferably), including asking questions to understand all servic...more

A 15-step sample timeline for your M&A negotiations, information sharing, and agreements, including effective date....more

Health Care in the CPA's Future...more

ESOPs for CPAs and Their Clients...more

Discover and apply these seven annotated best practices for how to set goals for your CPA firm....more

If you are in the market for a CPA firm, use this checklist to collect the right client and office facilities data. This checklist is written by M&A experts Joel Sinkin and Terry Putney....more

A transaction to combine CPA firms is often an exit strategy....more

Nine rules for a laser-focused CPA firm....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Concepts for promoting growth....more

The Public Company Oversight Board proposed a new standard to allow adaptation of audits according to size of company....more

CPAs: Are you ready for the next level in your career? Looking to move on after career success? Attend this webinar to explore how best to finish one phase and move to the next....more

Set up teams to recruit from local colleges and universities....more

Advice on, and tools for, dealing with closely held companies and not-for-profit organizations, among others....more

Is your CPA firm searching for the right technology vendor? Use this list of ideas and resources to gather information and determine which vendor will best meet your firm's needs....more

Tips on writing or preparing to write RFPs....more