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- The Risk of Fragmented Job Responsibilities
Source: Pennsylvania CPA Journal In their efforts to cope with phenomena such as reduced work schedules for boomers nearing retirement, flex-time for young staff, etc., CPA firms frequently assign...more
- Serving Clients in an Advisory Capacity
...clients no longer question whether you are good at accounting, but rather whether you have knowledge of issues such as pricing, strategy, performance, and organization structure....more
- WEBINAR: AUGUST 8, 2023 Finding the Right Fit and Deal in a Merger or Acquisition
This webinar will explore the factors that can lead to a successful merger or acquisition of an accounting firm. It will help firms determine if they are negotiating with the right firm and if they are considering the right deal structure to meet their strategic objectives....more
- Is Your Support Staff Hitting the Right Notes?
Source: Service Minded In this blog post, Debra Helwig observes that “A rock star ain't a rock star if the backup band stinks.” In other words, no matter how talented your professionals...more
- R & D Tax Credits
webinar...more
- WEBINAR: AUGUST 15, 2023How to Create Partner Alignment and Accountability
Learn how CPA firm partners can be aligned and accountable to solve thorny issues like succession, staffing, growth, and technology. CPE - 1 credit....more
- Valuing and Merging Smaller Accounting Practices
Acquisitions of small accounting practices has become common recently....more
- Setting Partner Expectations and Reporting to Drive Performance and Accountability
Setting Partner Expectations and Reporting to Drive Performance and Accountability...more
- The Positive Side of Staff Turnover
If an employee’s performance is slightly less than adequate, it may be wise to help him or her improve....more
- Who Is Going to Take Over My Practice
Who Is Going to Take Over My Practice...more
- How To Influence Your Peers
How To Influence Your Peers...more
- Succession Advisory Newsletter
Sucession Advisory Newsletter...more
- Best Practices in the Critical Area of Growth Initiatives--How to Execute at an Advanced Level
Best Practices in the Critical Area of Growth Initiatives--How to Execute at an Advanced Level...more
- Practical Action Steps for Leaders
Practical action steps for CPA partners with leadership roles were recommended by Steve Ericson....more
- Do Clients Want What You Think They Want?
Interviews by CPA Insider indicate CPAs and their clients are in substantial agreement about what clients want from their CPAs. But there are some surprises....more
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