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- WEBINAR: AUGUST 10, 2022Goal Setting for CPA's: Be Ambitious Yet Realistic
If you are interested in successful goal setting for yourself and your team, this webinar will empower you to set ambitious but realistic goals you and your team can measure and achieve. You will leave this session with the tools to engage your team, keep yourself on track, and delegate effectively....more
- Partner Retirement Buyout Plans
webinar...more
- WEBINAR: AUGUST 4, 2022Innovation Beyond Technology

Ideas have consequences, and bad ideas are a competitive disadvantage. This course is dedicated to the possibility that many myths exist about business. Learn how to overcome these myths, and focus on what truly matters in your organization. Investigate the six transformational questions that will take your organization to the next level, and much more....more
- Practical Practice Tips and Useful Information
Look for "virtual assistants!"...more
- WEBINAR: AUGUST 3, 2023Value Pricing: Earn Two to Three Times More than Your Current Rates
If your CPA firm needs a better process, criteria or plan to bring in new partners we'll share 10 best practices you can't ignore....more
- Turn Your Web Site into a Business Developer
Evaluate your Web site....more
- WEBINAR: DECEMBER 16, 2020 Mergers as a Succession Tool and Alternative Deal Structures
Merger Readiness-Best Practices in Firm and Partner Preparedness...more
- How Much are Firm Administrators Paid?
The Association for Accounting Administration 2006 Compensation Survey shows average firm administrator compensation was $77,221....more
- Checklist for Evaluating New Partners in a Merger
Questions to ask each partner of a merger candidate....more
- Useful Websites for Market Researchand Competitive Intelligence
Valuable information is presented by Julie Barnes, Marketing Director of Smith & Howard....more
- WEBINAR: JUNE 22, 2021Client Service During a Pandemic: Some Things Never Change, Others Do
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
- WEBINAR: JANUARY 19, 2021 How Timesheet Data Can Help Grow Advisory Services
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- New Popularity of Payroll Services in Partnership with ASPs
Payroll processing in partnership with ASPs may overtake desktop and service bureau solutions....more
- Styles and Dimensions of Leadership
Styles and Dimensions of Leadership...more
- Research & Development Tax Credit Overview
Research & Development Tax Credit Overview...more
- WEBINAR: January 14, 2021 Technology Needs in the Next 5-7 Years--for Your Firm and Your Clients
What does it take to help your accounting firm team work effectively? Have clients demanded more advisory consulting services because of their cash flow, SBA, and PPP issues? The COVID- 19 pandemic forced remote tax work, audits, and social distancing into our firms, potentially creating a "new normal." Save your firm dollars and time and discover the best tools and techniques available for serving your clients....more
- WEBINAR: JUNE 24, 2021 Building a Niche: Selecting and Developing an Industry or Practice Area
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
- Value Pricing as a Business Model
Value Pricing as a Business Model...more
- Work Smarter, Not Harder
Source: CPA Practice Management Forum The following includes excerpts from an article by Dave McCarthy, reprinted with permission from CCH Incorporated. At our firm [Ohio's Rea & Associates], ...more
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