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- The Future of the Professions
webinar...more
- Are You Adding Client Value With Advisory Services? How to Self-Assess Your Effectiveness
Are You Adding Client Value With Advisory Services? How to Self-Assess Your Effectiveness...more
- An Action Plan for Succession
Source: Journal of Accountancy This article discusses the need for succession planning and the degree to which CPA firms are dealing (or not dealing) with the issue. It includes ideas for creating...more
- May 2010 Webinar Schedule
May 2010 Webinar Calendar...more
- Conducting a Firm Summit Meeting
“...bring leaders and firm members together, along with outside expertise and facilitation, in order to initiate strategies for exponential growth.”...more
- Team Building & Development Part 2
Team Building & Development Part 2...more
- Develop a Positive Outlook on Recruiting
Valuable ideas on recruiting and retention....more
- Recording of Comp Models
Competency Models for High Performing People 2013 CPA firm succession planning and future success requires a top performing partner and manager group that drives higher profitability and firm value. ...more
- WEBINAR: OCTOBER 5, 2021 Selecting and Vetting Technology Providers
Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more
- Reward Partner Performance and Contribution
Reward Partner Performance and Contribution...more
- October Webinar Calendar
Webinar Calendar...more
- Best Practices in the Critical Area of Client Service--How to Execute at an Advanced Level
Best Practices in the Critical Area of Client Service--How to Execute at an Advanced Level...more
- How to Handle Transition
A white paper entitled “The State of Succession Planning and How to Handle the Process at Your Firm.”...more
- December Webinar Calendar
Webinar Calendar...more
- Checklist for Your Partnership Agreement
Advises accounting firms to review their partnership agreements before problems arise....more
- Web Sites for Women
5 Websites for women....more
- Balanced Scorecard Can Be A Reality - Taking it to the Next Level
Balanced Scorecard Can Be A Reality - Taking it to the Next Level...more
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