The accounting profession has come a long way since the first CPA exam was administered in New York, in 1896. Outside events, such as the creation of the SEC and the tech revolution, have dramatically changed CPA firms’ service portfolios. In the…
Some people wake up one day and decide that it is time to sell their home and move. This, too, can happen to CPAs: one day they decide that it is finally time to sell, merge with, or acquire another firm. It doesn’t have to, nor should it, be up to…
The foundation of any accounting firm is built on our clients. And the glue or the “stickiness” that binds them to our firms is the personal relationships that we build with them. We should covet them, nurture them and protect them. Nothing new here…
The CPA profession is changing rapidly: ongoing consolidation, a shortage of quality CPAs, baby boomer founding and rainmaker partners retiring, keeping pace with and the cost of technology, intensified competition for new clients and staff, private…
