April 2023

10 Essential Topics for Your Annual Partner Meeting

Joe Tarasco, CEO, Accountants Advisory

There are many essential factors in planning an annual partner meeting, including selecting the appropriate discussion topics, and developing a relevant and strategic agenda. What made your firm successful in the past may not be the same formula that…

5 Steps to Create a Development Plan

Josh Jeans

Creating a development plan is intimidating as a business owner. In business, there is always the next step owners have in the back of their minds. Whether it’s a new operations strategy, doubling profits, improving leadership skills, or new service…