The 6 Key Aspects of Business Advice...more

Accounting Web interviewed Ron Baker, author of The Professional’s Guide to Value Pricing....more

Take a look at the M&A frenzy in the profession and get equipped with the tools you need--whether you are a potential buyer or seller. You will learn the trends in valuations and the terms, and why the terms drive the multiples that we all hear about....more

Forward-thinking firms are productizing existing offerings and moving toward recurring revenue models. Let's talk about the why, what, and how during our session. We'll discuss what makes a good product, services vs. products, how to price for higher margins, and more. Join Bruce Ditman and CPA Leadership Institute to earn CPE and to learn the latest on this timely topic....more

Learn the two most important responsibilities of a managing partner in any firm, and explore the six areas of responsibility that should be in your managing partner's job description....more

webinar...more

Join this session with Loren Fogelman to learn her proven formula to engage quality clients – without ever having to sell or justify your fees....more

Offering niche services allows the firm to impart best practices ideas to its clients....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

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

Specialization is one of the critical strategies for practice growth in the accounting and advisory business. Everybody says they do it. Few do it well. Let's learn from real-life scenarios and explore the street-tested tactics and pitfalls of designing your practice and specialization program....more

Lisa Tierney, CLSC is an executive life coach with over 20 years of experience working with CPAs will share with you the tricks of the trade to help you resolve -- and more importantly, avoid -- conflict at your firm. Apply what you learn with shareholders and all staff (and your family and friends, too)!...more

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

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

The expected retirement of baby boomer partners has firms looking for training programs for new leaders....more

Coaching Partners Through Conflict Resolution and Avoidance...more

CPA Firm Managing Partners: Join Joe Tarasco to discuss the private equity model and structure and how it compares to traditional M&A. Discover how to achieve a successful transaction under both types of structures. Learn the ramifications and issues for partners and firm leadership to know throughout the decision process....more

During this session we explore how to structure your practice by planning in the pre-season and exploring outsourcing options.  We dive into using technology to improve workflow, collaborating with clients and develop a plan for ease of delivery and completion.  Learn about your tax technology tool options and how to offer higher value services to your clients....more

Six guidelines for managing partners....more

Learn how to take the idea of client service through the roof to create a mutually satisfying experience for both client and service provider. Achieve profitability, ease and comfort in your client relationships, met expectations, clearer communication, and no more surprises! Enjoy a sense of shared value and mutual respect....more