Discover how you can utilize all of the positive attributes people bring to the firm to become one strategic “future-focused” culture....more

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

Move to a performance based model that aligns incentives, builds accountability, and supports your firm's growth....more

Discover how you can implement an effective client-culling strategy to transition clients out of your practice while maintaining profits and making your firm a place where your people want to be....more

Partner Compensation...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

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

Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre-and post-merger activities is crucial to a successful merger....more

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

Discover how AI can streamline your marketing efforts, improve content quality, and boost your firm's online visibility....more

Learn the current state of affairs regarding the rapid consolidation happening in the accounting profession fueled primarily by the entrance of outside capital investors, specifically private equity, family offices, wealth management firms, pension funds, etc....more

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

Gain new skills to help clients create value through a proven process that is now used by advisory firms globally....more

Successfully attract new clients to your CPA firm. Understand prospecting and how to identify which strategies will most effectively accomplish your growth goals for new clients....more

Answering the hourly rate question too soon is unfair to you and your potential client. Join this session with Loren Fogelman to confidently answer the hourly rate question....more

Align incentives, build accountability, and support your firm's growth....more

This webinar will explore what the trends are in M&A for CPA firms since the entry of private equity buyers in 2021. The presentation will delve into what have been the traditional approaches, what PE firms are doing, and how this is affecting the overall M&A marketplace....more

Increase your firm's 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. Is your firm ready for the challenge?...more

The market and need for accounting, tax, advisory, and valuation services for the cannabis and hemp industries is growing exponentially across the country and around the globe. Find out how your CPA firm can provide services to this industry....more

Are you ready to reclaim what is rightfully yours? The time is NOW. Learn to lead with confidence and delegate masterfully. Level up your time and energy-management skills, and become an expert at saying no. Join us November 5, 2024....more