Are your owner agreements designed to effectively manage the admission of new partners and the buyout of retiring partners? Join us to discuss how the recent changes in firm values caused by strategic buyers should or should not affect your owner agreement....more

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

This webinar is an overview of the revenue growth function. You will learn what initiatives have to be implemented during the pandemic and after, and you will be introduced to the elements of planning for revenue growth. Radical change may be needed. After completing this webinar, you will be eligible to participate online in a six month bi-weekly coaching program limited to eight CPAs . This course is specifically designed to help you overcome fearful challenges around radical change -- and to help you calmly lead your team through these unsettling times with ease, grace, and flow....more

Demands placed on young professionals make it difficult for them to identify and access resources of their professional associations....more

The Three Most Important Key Performance Indicators...more

Attend this session and learn more about emerging technologies – including Artificial Intelligence, Big Data, and Machine Learning. Walk away with a better understanding of each technology and works and why it is important....more

Interpreting Nonprofit Financial Statements...more

Coaching Partners Through Conflict Resolution and Avoidance...more

The SECRETS of Being a Great Managing Partner...more

Partner Compensation Methods and Trends...more

Accountants are often reluctant to be firm with clients that have outstanding bills....more

In the typical alliance, a regional or large local firm forms a formal arrangement with several smaller firms. The smaller firms often offer some special knowledge or resources....more

Learn how to deliver effective client service and become a great firm. Find out what other firms have done with success....more

webinar...more

A survey indicates Websites are second-rate lead generators....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 article reports on a fraud committed by the president of a public university....more

Three surveys predict average pay increases for staff of 3.5 percent to 4.0 percent in 2007....more

A study of small businesses. Average income of these businesses is just over $70,000....more

One of the top issues facing firms today is partner accountability and unity. Gary will discuss the alignment of firm strategy and vision with partner performance and compensation; and, why that linkage is missing in most firms. How do you create a culture of accountability? What should being accountable mean in your firm?...more