After the merger: Creating a culture of success
Incorporating the right components into a post-merger integration plan and establishing a strong, homogeneous culture can increase the chances of success.
Strategic planning
Building a state-of-the-art M&A target
A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.
Understand your firm's risk profile
This data can help CPA firms evaluate and address professional liability risks in their practice.
3 truths and 12 responses to drive change
This article offers tips for maintaining your commitment to the change and gaining traction in the face of change reisisters.
Is your business ready to adapt to demographic and technology changes?
This column discusses tips on how business leaders can adapt to these changes.
How to engage next-generation clients
This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.
How Industry 4.0 will change accounting
This column discusses the financial impact of the fourth industrial revolution and why CPAs need to prepare for changes.
The importance of audit planning
Often overlooked, the real benefit of audit planning is gained from the process itself.
Make technology, not talent, your first priority
This column explores five reasons that technology has become an even higher strategic priority than talent.
What CPAs need to do to survive the automation revolution
While jobs do disappear with the advent of new technology, new jobs sprout up with them.
Innovation showcase: CPA employers on the cutting edge
Completely virtual workplaces. Flat hierarchies. Employees who set their own hours. Vacation stipends. Silicon Valley? Not quite. Meet seven employers that have radically rethought the ways they relate to their CPAs and are reinventing the accounting workplace.
How to create a more focused practice
Offering too many service lines is this not optimal for clients and can create unnecessary risk to your practice.
Timing your exit
This article offers factors to consider when deciding when to bow out of their firm.
Tips to help ease the rush of your next busy season
This column offers crunch time preparation tips.
How to keep clients after an accounting practice sale
Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. Buyers and sellers both have pivotal parts to play if they want to maximize the benefits and minimize the risks of the transition process.
CPA firms struggling with succession
As Baby Boomer partners reach retirement age, they are having difficulty delegating work to staff members and developing leaders to replace them.
How CPA firms can evolve for continued success
Technology, specialization, succession issues and other factors are combining to change the marketplace for CPA firms.
The business case for diversity and inclusion at CPA firms
Here are some reasons diversity and inclusion make good business sense for CPA firms.
Acquisition rules for CPA firms to live by
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
Preparing for what’s next
CPAs do a masterful job of taking care of their clients' business, but they also need to make sure they look out for their own. Practice-continuation agreements can minimize the chaos in the transfer of a CPA practice to a successor.
