How to Gain an Edge in Practice Continuity and M&A Post-Tax Season
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
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Apr 31 min read
Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
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Jan 241 min read
Set the M&A Negotiating Table with the Right Expectations
Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
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Dec 5, 20232 min read
Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
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Sep 12, 20231 min read
Taking Advantage of the Shrinking Middle Tier of CPA Firms
The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...
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Sep 4, 20231 min read
Are You Ready for the Fractional Partner?
Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...
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Aug 18, 20231 min read
6 Steps to Elevate Tax Season from Good to Great
The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...
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Feb 20, 20231 min read
Data to Drive Excellence and Enhance Recruiting and M&A Options
Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...
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Sep 12, 20222 min read
Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
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Apr 11, 20221 min read
Use the 4 Ps to Achieve Success as a Managing Partner
With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...
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Feb 28, 20222 min read
5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
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Jan 27, 20222 min read
5 Steps to Make M&A Success Happen This Year
In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...
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Oct 22, 20211 min read
Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
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Jun 1, 20211 min read
Podcast: Top 5 Qualities That Make Your HR Staff Shine
More than hiring and firing, a CPA firm's human resources (HR) staff facilitates collaboration and helps the entire team find the best...
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May 18, 20212 min read
10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
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May 13, 20212 min read
How to Protect Your Best Clients from Your Competitors
In every market, CPA firms have a wish list of clients they would like to have. Clients will change accountants for all kinds of reasons....
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May 12, 20211 min read
Podcast: What to Expect from a Firm Marketing Professional
A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...
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May 10, 20211 min read
Top 10 Steps to Maximize Profitability
Maximizing profitability is not as simple as raising billing rates and controlling costs. It is a disciplined process that will influence...
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May 4, 20211 min read
Podcast: What to Expect from a Firm Operations Manager
The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...
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Apr 27, 20211 min read
5 Priorities to Tackle Post-Busy Season
After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...
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