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- Avoiding Risk in CPA Firm Mergers
Avoiding Risk in CPA Firm Mergers...more
- WEBINAR: NOVEMBER 5, 2020 Best 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. I want to share some of the best practices The Whetstone Group has observed and promoted over the years, and that successful firms have embraced....more
- Benchmark Your Paperless System
The Association for Accounting Administration conducted surveys on the degree of implementation of paperless offices....more
- Performance Management for Great Performance
Performance Management for Great Performance...more
- How to Build a Referral Network
Some networking tips from Barnes, Dennig & Co.,...more
- Accounting Firm of the Future--How Firms Can Survive and Succeed
Accounting Firm of the Future--How Firms Can Survive and Succeed...more
- Succession Planning Using Sales And Mergers
Succession Planning Using Sales And Mergers...more
- How to Get New Business From Your Website
Patrick McEvoy says, "Bull" to anyone who thinks it is impossible to get new clients from the Internet....more
- Partner Compensation -- How it Can Be Linked to and Help Create a Culture of Accountability and Unity
Partner Compensation -- How it Can Be Linked to and Help Create a Culture of Accountability and Unity...more
- WEBINAR: JUNE 16, 2021 Is a Merger Right for My Firm or Should I Stay Independent?
Merger Readiness-Best Practices in Firm and Partner Preparedness...more
- WEBINAR: December 15, 2020 Partner Compensation -- Methods and Trends
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- How to Inspire People toAsk for Referrals
90-percent of clients say they would be willing to give referrals. Here are some ideas on how to improve the proces....more
- WEBINAR: MARCH 3, 2022Why Put a Canary in a Coal Mine? - Measure What Matters
Increase financial performance by changing from inwardly facing measurements to measurements that look outside the firm. Changing these metrics is not easy as it requires firms to think differently than they have in the past....more
- Why and How to Position Yourself as the "Lead" Business Advisor for Your Client's Succession Plan
Why and How to Position Yourself as the "Lead" Business Advisor for Your Client's Succession Plan...more
- Planning the Paperless Office
Suggestions for launching a paperless office system....more
- How to Self-Assess Your Firm's Readiness for Merger, Acquisition, or Sale
The Five Variables in Valuing a CPA Firm...more
- An Innovative Pricing Method for Tax Preparation
Price includes a mandatory financial planning session, unlimited free telephone consultations during the year, and response to IRS notices, etc....more
- WEBINAR: MAY 18, 2023Client Service: The Differentiator in an Undifferentiated Industry
Learn how to deliver effective client service and become a great firm. Find out how other firms have found success....more
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