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- Partner Compensation--A Comparative Analysis of Methods
Partner Compensation--A Comparative Analysis of Methods...more
- Survey Results—Marketing Initiatives
Surveys from Capstone Marketing and PDI Global....more
- Serving Family Businesses
Tauber & Balser, P.C., in Atlanta, established a family business practice three years ago after discovering a significant concentration of family businesses in its client base....more
- E-Newsletters v. Print—In-House v. Out
Firms that send e-newsletters can demonstrate leadership in the industry, and small firms can use this format to appear to be larger....more
- WEBINAR: JULY 13, 2023Best Practices Drill Down: Analyzing the Specific Best Practices in Goal Setting
Firm leadership and partners have been setting goals and objectives for years, but has the process truly resulted in performance and accomplishment of the desired outcomes? Attend this webinar and learn some of the best practices The Whetstone Group has observed and promoted over the years, and that successful firms have embraced....more
- Setting Goals and Objectives-How to Maximize Performance of Best Practices
Setting Goals and Objectives-How to Maximize Performance of Best Practices...more
- Trends in The Marketplace for CPA Firm Mergers & Acquisitions
Trends in The Marketplace for CPA Firm Mergers & Acquisitions...more
- What Leaders Don’t Know
From the book Fifth Wave Leadership: The Internal Frontier, by Morris Shechtman....more
- WEBINAR: MAY 5, 2020 Seven Step Roadmap to Closing your Deal and Navigating Roadblocks
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- Cost Segregation
webinar...more
- Public Relations Made Easy
Bob Zeitlinger gives this advice to accounting marketing professionals....more
- Accommodating Growth—Staff Alternatives, Leadership and Succession
Growth is necessary to remain competitive, but cannot happen without staffing, leadership, and succession planning....more
- Partner Compensation Methods
webinar...more
- WEBINAR: MAY 18, 2022Client Service: The Differentiator in an Undifferentiated Industry
Learn client services best practices from an expert in the field. Discover how CPA firms have implemented best practices with success....more
- July 2016 Calendar
Webinar Calendar...more
- Driving Partner Performance and Accountability with Feedback and Straight Talk
Driving Partner Performance and Accountability with Feedback and Straight Talk...more
- What Every CPA Should Know About Working with a Family Business
What Every CPA Should Know About Working with a Family Business...more
- Trends and Predictions from the Accounting Professions Best Thinkers
Highlights from the accounting profession’s best thinkers....more
- Lateral Thinking
Source: AICPA CPA Insider Attorney Jason Rosenthal offers several tips for avoiding litigation when making lateral hires: Check for conflicts of interest, such as previous work for a business wi...more
- Replacing Annual Performance Appraisals
Replacing Annual Performance Appraisals...more
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