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Most Popular Articles on this site

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  1. Learning to Write—Why You Must and How You Can

    Most employers view writing skills as being more important than grades....more

  1. Gaining a Competitive Edge With Co-opetition

    Source: Accounting Today This article discusses the benefits of “co-opetition,” in which competing firms combine their resources and expertise to obtain larger engagements, meet a clien...more

  1. Don't Ask, Don't Tell

    Source: CPA Trendlines Following are excerpts from a September 21, 2009, blog post by Rick Telberg. With client retention replacing the staffing shortage as the most troublesome issue facing CPA ...more

  1. The Three Most Important Key Performance Indicators

    The Three Most Important Key Performance Indicators...more

  1. July 2017 Calendar

    Webinar Calendar...more

  1. WEBINAR: MAY 6, 2020 Valuation is Driven by Terms of CPA Mergers - And Other Keys to Success

    Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

  1. August 2016 Calendar

    Webinar Calendar...more

  1. WEBINAR: AUGUST 20, 2020 Advising Medium Size Clients on Financing including Private Equity

    Gain a better understanding as to when traditional bank financing vs sba vs private equity vs initial public offering is the best option for your client....more

  1. Mergers: Who to Merge With, Why, When, and What is Success

    Mergers: Who to Merge With, Why, When, and What is Success...more

  1. WEBINAR: AUGUST 4, 2020Trends in the Marketplace for CPA Firm Mergers & Acquisitions

    Trends in The Marketplace for CPA Firm Mergers & Acquisitions...more

  1. WEBINAR: MARCH 30, 2021 Advising on Merger, Acquisition and Financing

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

  1. Advice from Leading Consultants to the Profession

    To gather management ideas for CPA firms, IPA interviewed some of the consultants from its “Most Recommended Consultant” list....more

  1. Optimizing Your Technology Investment

    New technology can be so exciting that accounting firms may be too quick to invest in them....more

  1. WEBINAR: JUNE 29, 2023Profit-Focused Accounting

    In this webinar, CPAs will learn what profit-focused accounting is; how to deliver profit focused accounting (cash, production metrics, financial metrics, and pipeline metrics); and what to cover in weekly and/or monthly client meetings....more

  1. Buyer’s Market or Seller’s Market for CPA Firms?

    According to some observers, it is still a seller’s market for CPA firms because potential selling firms are waiting—perhaps too long....more

  1. DELIVERING GREAT CLIENT SERVICE

    DELIVERING GREAT CLIENT SERVICE...more

  1. Seven Step Roadmap to Closing a Merger, Acquisition, or Sale

    Seven Step Roadmap to Closing a Merger, Acquisition, or Sale...more

  1. WEBINAR: NOVEMBER 9, 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. 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

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