Join us for a discussion of the issues of managing partner succession including determining when partner candidates and the firm are ready for admission as new partners, your owner agreement, and managing transition issues....more

Firm leadership and partners have been setting goals and objectives for years, but have they improved performance and accomplished desired outcomes? Learn the best practices embraced by successful firms....more

Index A through 'Marketing'...more

The key to success and longevity in today's competitive business environment begins and ends with retention. Retaining key employees is a critical financial, as well as strategic, consideration for your firm....more

We will review a detailed list of best practices firms implement when looking to assess their client service effectiveness and share some insights of ways for firms to assess their performance vs. the competition. For some firms the definition of client service is limited to processes that define how to deliver the compliance services. A broader definition is essential if good firms want to become great. We will review each best practice in detail and share how firms that do it well execute at an advanced level....more

Understanding What Your Partnership Agreement Should Include...more

PA interviewed various managing partners, marketing personnel, and consultants for this wide ranging article....more

Since clients are the biggest source of referrals, your marketing efforts should focus on them....more

What are the newest trends impacting M&A of accounting firms? Why is it taking longer to perform a proper transition? Is it a buyer or seller's marketplace? What makes a seller or merger candidate more interesting? How are today's succession deals structured? Learn about the trend of reducing the power of equity and the one firm client culture....more

CAS (client accounting services) is one of the fastest growing areas of public accounting and offers tremendous opportunity for advisory services. Most firms have offered their clients some form of accounting services for years. But the new model of success starts with a good plan--a vision of what the practice will look like - the foundation of which is defining an ideal client and what you plan to do for them. Whether you are just getting organized or have an existing practice you're taking to a new level this session will help your team get on track....more

Attend this session and learn more about emerging topics affecting blockchain and cryptocurrencies so you and your clients can take advantage of the new opportunities provided by this technology....more

When done right, M&A can make a lot of dreams come true. The Merger Master Ira Rosenbloom draws on his extensive experience successfully helping CPA firms navigate M&A to offer practical tips and lessons to put firms on the road to M&A and succession success....more

Want to shift your accounting practice away from compliance work and into advisory services? In this webinar, you will learn what it means to be an advisor, what profit-focused accounting means, and how to successfully deliver it to clients as a Virtual CFO....more

CPAs: Learn how to navigate the issues of managing partner succession such as when partner candidates and the firm are ready for admission as new partners, your owner agreement, and managing transition issues....more

CPA Firm Leaders: Join us to explore key aspects of a successful merger or acquisition of an accounting firm. Discover whether you are negotiating with the right firm and if you have the right deal structure to meet your strategic objectives....more

Join this session with Loren Fogelman if you're ready to earn more, engage quality clients, and reduce your workload....more

Join this session with Loren Fogelman if you're ready to earn more, engage quality clients, and reduce your workload....more

By offering on-line payroll services, both client and its accountant benefit from the elimination of an onerous job and from the accountant's cross-selling opportunities....more

“Risk management may soon become one of the top five issues in managing an accounting practice.”...more

In 2023, there have been many factors contributing to economic anxiety for individuals and businesses alike. This news may have your clients panicked and concerned for the future of their livelihoods and businesses. We want to provide you with an action plan to help your clients recession-proof their businesses....more