February 2023

Metrics to Drive Better Tax Season Results and Improve M&A Options

Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the fall. With all the hard work that goes into servicing clients, it is important to achieve the right financial…

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Owner Agreements: Barrier or Pathway to Succession and Transition?

Is your CPA firm’s ownership agreement well-suited to partner succession and the admission of new partners? A bad owner agreement can be an obstacle to healthy internal succession. It pays to know your ownership agreement options and carefully choose…

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