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- How to Prepare E-Mail Newsletters
Make the content of your newsletters relevant....more
- How to Maximize Performance of Best Practices in Partner Admission, Transition, and Buyout
How to Maximize Performance of Best Practices in Partner Admission, Transition, and Buyout...more
- Evaluating the Marketing Director
Many firms do not have a formal process for evaluating marketers....more
- How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness
How to Self-Assess and Maximize Performance of Best Practices in Merger Readiness...more
- Hiring and Keeping the Best Talent
Hiring and Keeping the Best Talent...more
- Hospital-Physician Alignment: Emerging Models and Strategic Implications
CPA Firms and Healthcare Valuation - CPE Webinar on 10/11/17...more
- Survey of Partner and Staff Compensation
Compensation levels for owners and staff....more
- Why is Communication Such a Big Deal?
Each partner may operate differently from other partners, and this is a recipe for poor communications....more
- WEBINAR: September 29, 2021 The Psychological and Human Side of M&A
Merger Readiness-Best Practices in Firm and Partner Preparedness...more
- Enhancing Services to New and Existing Physician Clients
Enhancing Services to New and Existing Physician Clients...more
- ROI on Partner Practice Development—How to Measure It and What to Do About It
A summary of an article by Larry Bildstein, CPA and CEO of The Whetstone Group....more
- You May Not Want to Hear This, but...You Should Market in Tax Season
Here are some reasons to market during tax season even if you don’t need more clients....more
- David Master's Management Lessonsfrom a Personal Fitness Trainer
Lessons for professional service firm managers....more
- How Small Firms Can Improve Recruiting and Retention
New employees in accounting firms stay less than two years and turnover at small firms is about 10 percent....more
- Discussion Topics for this Year’s Retreat
Here are some ideas for your retreat agenda...more
- Practical Guide to CPA Risk Management
Practical Guide to CPA Risk Management...more
- WEBINAR: OCTOBER 7, 2021 The Partner Role as Leader and/or Department Head
What does a partner who is leading a team or department need to do to be successful? How does it go beyond what a typical partner does? You'll recognize the reasons for team failures and also see a path to success when we explore 9 factors that must be in place for an organizational leader to succeed....more
- Partner Unity and Accountability
Partner Unity and Accountability...more
- The Future of Women in Accounting
Over the next five to 10 years, opportunities for women in accounting will increase as a result of staff shortages and the increasing percentage of women accounting graduates....more
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