Insight from experts on current issues for CPA firms, partners, and managing partners.
Source: Solutions for CPA Firm Leaders, December, 2019 The following blog entry by Rita Keller is reproduced, with permission, in its entirety "Honesty and integrity are absolutely essential for success in life – all areas of life. The really good…
Is your CPA firm making the most of available technology? Here are six ways your firm should be utilizing technology to serve your clients well. 1. Does your firm have a strategic plan? Hopefully the answer to this question is “yes.” Whether you have…
Would you like to maximize your firm’s technology investment, rise above your competitors, and keep your clients’ information safe and secure? Figuring out the best software for your firm can be a challenge, but with some expert guidance you can make…
If your firm has thought at all about a merger or acquisition, you’ve probably noticed that you’re not the only one. The topic of M&A in the accounting field seems to be everywhere. Why is that? With the expansion of technology and its ability to…
On July 31, Jonathan Moore was a panelist at our M&A Symposium, discussing his firm’s upstream merger into the firm of PKF O’Connor Davies (PKFOD) on January 1, 2016. Moore’s Ridgewood, New Jersey firm had revenues of $6 million with seven partners —…
Being a managing partner of a CPA firm is a special kind of management challenge, Marc Rosenberg explains in his recent webinar, "The Secrets of Being a Great Managing Partner." Partnerships are especially tricky entities to manage, according to…
When your clients select a vehicle for college savings, they typically gravitate toward the Sec. 529 plan. And with good reason: It’s called a “college savings plan,” after all, and if offers some remarkable benefits. But before they make a decision…
The following is a partial list of best practices from the “Goals and Objectives” segment of the CPA Best Practices Assessment Tool™ Volume II. It will be available to the profession in May. Volume I is currently available — click here for details…
The following is a partial list of best practices from the “Goals and Objectives” segment of the CPA Best Practices Assessment Tool™ Volume II. It will be available to the profession in May. Volume I is currently available — click here for details…
On January 24, Gary Adamson presented a well received and highly rated webinar on the above-titled subject. Here’s an overview of one of the webinar’s segments: How to value and purchase the interest of a retiring partner. If you’re a partner…
Source: The Partner Advisor, September 20, 2018 The following blog entry by Gary Adamson is reproduced, with permission, in its entirety I don’t know how to put this in a softer way but, way too many CPA partners think they know it all. I don’t mean…
Source: The Marc Rosenberg Blog, September 4, 2018 The following includes excerpts, reproduced with permission, from a blog entry by Marc Rosenberg. In it, Rosenberg lists 12 questions prospective partners should ask in evaluating a partnership offer…
Source: The Managing Partner Advisor, September, 2018 The following article by Gary Adamson is reproduced, with permission, in its entirety As the firm leader, you have many very important responsibilities. Sometimes you do what is easiest and…
Source: The Marc Rosenberg Blog, August 14, 2018 The following includes excerpts, reproduced with permission, from a blog entry by Marc Rosenberg. Sounds counter-intuitive, doesn’t it? How can assuming a significant debt obligation be a great…
Source: CPA Trendlines, July 13, 2018 At one time or another in our work or personal lives, we’ve probably all been advised to “let it go.” And most of us know this may be easier said than done. In this article, Bill Reeb, a CPA and long-time…
