Learn how to structure a business advisory services platform; create discussions with clients to uncover areas needing attention; and create a program for marketing business advisory services to clients....more

This webinar is for firms seeking mergers and sales to maximize value as well as those seeking to acquire for growth. Join us to discover a variety of deal structures that can work for your firm and more....more

Are you concerned that AI is going to be the end of the CPA? With the right mindset and strategy, it doesn't have to be! Join this CPE webinar to learn how to shift from a compliance and reactive mindset to an analytical, big data worldview. Discover how, by harnessing technology and data, your clients will rely on you more, not less....more

Join us for this webinar to hear how one firm converted many of its clients to a subscription model to alleviate the ongoing problem of too many clients, staff exhaustion, and the resulting decrease in service levels. Learn simple steps to transform your firm quickly and with little risk....more

Attend this M&A Trends webinar to understand the trends in firm cultures and to learn how to make your firm more attractive. Discover how most deals are structured and how you can merge with one firm if some of your partners want growth while others want succession. You'll also discover how partners are buying out partners, and learn the role of mandatory retirement....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Attend this CPE webinar to learn about profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and how to successfully deliver it to clients as a Virtual CFO....more

This webinar is for partners in tax and accounting firms with revenues from $100K to $5M who want to attract more profitable target clients and upgrade their client bases....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

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

Join us as Jody Grunden and Josh Jeans dive into key factors and steps for building a successful virtual team....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Is a Merger Right for My Firm or Should I Stay Independent?...more

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

What would it mean to your firm if you could – once and for all - eliminate the burdensome exercise and wasted time and effort of the annual review process? Discover a new way to develop an accountable firm culture that encourages and equips each member of the firm for individual success and leads to better outcomes for the firm....more

Attend this webinar to learn from expert Gary Adamson. He will discuss the 25 best practices in both admitting a new partner and buying out a partner, and the transition issues associated with the buyout....more

Join expert Terry Putney to explore how traditional accounting firms can effectively compete with PE firms in acquiring other accounting firms....more

Determine the most effective social media marketing strategies for your firm. In this informative webinar, Nancy Damato and Joanna Castle will address the most contemporary and valuable social media strategies for CPA firms today....more

Bots. No, they are not here to replace your human workforce. But the automation they provide is the next evolution in accounting. If you are wondering how you can get bots to do the heavy lifting in your firm, this course is for you....more

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