December 2022

Retain Your Team Using Stay Interviews

Kristen Rampe, CPA

With the continued challenge of finding talented team members, keeping the ones you have is even more critical. The cost of recruiting, lost work, and time to train used to be monetary. Now, for many small to mid-sized CPA firms, new hires at any…

6 Signs that Spell Merger: What CPA Firms Should Know and Why

Ira Rosenbloom, CPA (Inactive)

How do you know when it’s time to think about a transition for your CPA firm? Should your decision be market-driven? A desire to retire? Getting an offer you can’t refuse? The most successful transactions typically happen when partners are…

Industry Trends and Takeaways From the 2022 Rosenberg Survey

Marc Rosenberg, CPA, and Kristen Rampe, CPA

The 2022 Rosenberg Survey has been released, and, along with it, volumes of data on the CPA industry’s performance over the past year. The survey asks the industry’s top consultants to share their observations from CPA firms. Here are the questions…