The talent shortage in the accounting industry is creating significant challenges in...
Is Your Firm at an Inflection Point?
Another busy season has passed. The profession continues to wrestle with labor issues,...
Crisis Averted: Creating a Sales and Advisory Mindset Inside a CPA Firm
An interactive panel session on how to build or enhance a sales culture in a CPA...
Disruption & Opportunity in CPA Firm M&A
Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The...
Minimize Client Loss Post COVID-19
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may...
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are...
Transition Planning – Option 2 Family Succession
Owners need to understand that conducting a family succession requires a very different path than...
Why Is Your Staff Disengaged?
Most professionals are not engaged. You might disagree with this because your mind will go to the...
The Succession Domino Effect
It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more...
Transition Planning – Option 1 Selling Your Business
Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there...
Strategies to Retain Your Firm’s Legacy
A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search...
The Math Behind Growing a CPA Firm 10%
A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every...
