Teach firm members to report their progress effectively. Keep your team accountable and equipped for success. Achieve better outcomes for the entire firm....more

The decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about outsourcing & automation in small and mid-sized businesses. Join us!...more

Do you want to hold partners more accountable and ensure their decisions align with the firm's long-term vision? Create a compensation system that enhances performance, fosters accountability, and helps maintain the firm's independence and collective success....more

In this informative and thought-provoking webinar, Nancy Damato will address the most contemporary and valuable social media strategies for CPA firms today....more

Learn about profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and how to successfully deliver it to clients as a Virtual CFO....more

CPAs: Adopting a more sustainable CPA firm model is imperative. The reactive, deadline-driven approach has adversely affected the profession & placed unsustainable pressure on everyone in the firm. There is a better way!...more

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

What is keeping your firm from implementing positive change that will lead to greater success? If you need clarity on how to take steps closer to the future you want for your firm, this webinar is for you....more

Understand the major AI companies’ security and privacy policies, how AI platforms might use your data, and how you can stay in control -- a CPE webinar for CPAs....more

Join us! Joe Tarasco will lead this discussion on how to implement change in a crisis planning mode to develop a succession solution other than an upward merger or PE tuck-in....more

CPA firms interested in M&A can access this webinar collection for expert advice. See sample recordings here. Webinars PLUS Subscribers have unlimited access to all of these M&A recordings and more....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

Merger Readiness-Best Practices in Firm and Partner Preparedness...more

Join us! Joe Tarasco will lead this discussion on how to implement change in a crisis planning mode to develop a succession solution other than an upward merger or PE tuck-in....more

How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession....more

Generative AI captured everyone's imagination when it launched, but it also creates opportunities for data leakage & inappropriate data use based on the terms of service. Discover what you wish you knew about evaluating license agreements and privacy policies....more

CPA firms are under pressure to grow while managing capacity constraints, talent shortages, margin compression, technology change, and rising client expectations. Gain practical tools to discover where your firm is constrained and what must be strengthened before optimal growth can happen....more

Learn about profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and how to successfully deliver it to clients as a Virtual CFO....more

Join seasoned CPA coach and consultant, Lisa Tierney, to explore and tackle the areas that most CPA professionals struggle with: Time & Energy Management, Trust & Delegation, The Art of Saying "No," & Effective Communication....more

Generative AI captured everyone's imagination when it launched, but it also creates opportunities for data leakage & inappropriate data use based on the terms of service. Discover what you wish you knew about evaluating license agreements and privacy policies....more