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- Hours Increasing at Accounting Firms
Survey reports that average charged hours for CPA firm owners were 1232 and total hours were 2336....more
- Selling: What’s Logic Got to Do With It?
Source: Rain Today Author Charles H. Green argues that the conventional wisdom—that the key to selling is a compelling value proposition—is “demonstrably untrue.” Harvard Business School professo...more
- Resources to Assist CPAs in Serving Non-Profit Organizations
From The CPA Journal, A Publication of the New York State Society of CPAs....more
- Don't Try to Be a Closer
Trying to close a sale can destroy trust. It places what you need above what the client needs....more
- Learning to Lead
Source: CPA Trendlines In a recent blog post, Rick Telberg wonders whether dramatic changes in business and technology have changed what it means to be a leader. There's no easy answer to the quest...more
- WEBINAR: JULY 26, 2022Working With Distressed Clients
Gain new skills to help clients create value through a proven process that is now used by advisory firms globally....more
- WEBINAR: MAY 28, 2021Coaching Partners Through Conflict Resolution and Avoidance
Coaching Partners Through Conflict Resolution and Avoidance...more
- The Five Variables in Valuing a CPA Firm in 2019
The Five Variables in Valuing a CPA Firm in 2019...more
- MA Symposium I-Panelist from Top Firms Share Their Experiences-Interactive Session
M&A Symposium I-Panelist from Top Firms Share Their Experiences-Interactive Session...more
- WEBINAR: AUGUST 4, 2021Mergers and Acquisitions of CPA Firms: Get the Tools for Success
Join us to look at the M&A frenzy in the CPA profession and get equipped with the tools you need--whether you are a potential buyer or seller. Learn the trends in valuations and the terms, and why the terms drive the multiples that we all hear about....more
- WEBINAR: JUNE 3, 2021 Planning the Sale or Merger of Your Firm to Maximize Value
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- WEBINAR: OCTOBER 19, 2021Business Development - Incentive Methods
Learn to develop and implement a successful merger strategy. Explore how to determine and agree on the best criteria and steps to achieve a successful merger....more
- WEBINAR: NOVEMBER 11, 2020 Valuing a CPA Firm in 2020 When Selling Externally or to Your Partners
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- External Succession Planning for the 1 to 5 Partner Firm
External Succession Planning for the 1 to 5 Partner Firm...more
- WEBINAR: MARCH 23, 2021Best Practices in CPA Leadership: Understanding & Enhancing Your Firm Culture
Understand the main objectives of every leader. Learn to embody the culture of your firm. Learn how to build alignment among the team. Learn to empower others to contribute to the success or growth of the firm in a meaningful and effective way. And more!...more
- WEBINAR: AUGUST 20, 2024 Staff Performance – Getting on the Same Page – Finally!
Should your firm eliminate the burden and wasted effort of the annual review process? Lisa Tierney offers a new way to develop an accountable firm culture that encourages and equips each member of the firm for individual success and better outcomes for the entire firm....more
- Using Competency Models to Develop High Performance Partners and Managers
Using Competency Models to Develop High Performance Partners and Managers...more
- In Marketing It’s the Small Details That Matter
What is insignificant to you may be important to your clients....more
- Trends in Engagement Letters
Engagement letters are becoming more inclusive and are used increasingly in non-attest engagements....more
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