A top 200 firm’s plan for transitioning to next-generation leaders offers best practices for other firms to keep in mind when anticipating partner retirements.
This episode takes a look at the AICPA Business and Industry Economic Outlook Survey findings and what they mean for companies, and an Outstanding CPA in Government award winner shares insights on how finance professionals and accountants can lead strategic change.
Merger-and-acquisition activity for CPA firms is surging in 2021 after dropping in 2020 due to the COVID-19 pandemic, Joel Sinkin, president of Transition Advisors LLC said in a session at AICPA & CIMA ENGAGE 2021.
Firms that place well-thought-out tech solutions at the forefront of their strategy will be best positioned to gain the most in the future.
This article discusses how CPAs should plan for and expect significant organic growth based on the transformation that occurred due to the pandemic.
CPA firms today need more speed, agility, and power to deal with disruption, uncertainty, and clients’ quickly changing needs.
CPAs from across the country discuss what they're looking forward, the skills and technology they'd like to master, and the business opportunities they think might be available.
Workplace experts offer strategies to help you gain more control of your workflow, even when others cause the chaos.
Amid the coronavirus pandemic and social upheaval, taking a fresh look at your practice and leading with emotional intelligence can lead to improvements in business results and employee welfare.
The current circumstances force firms — and their clients — to deal with several challenges at the same time.
Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co, discuss how client accounting services can benefit both firms and clients, and share their best advice for firms that are looking to add or expand their offerings in this area.
A firm’s mission is in its purpose, its vision is its destination, and the two go hand-in-hand, according to Jennifer Wilson, co-founder and partner with ConvergenceCoaching.
Today’s rapid rate of change makes detailed multiyear digital transformation plans difficult, says Dan Griffiths, CPA, CGMA. A better approach is to set a long-term vision, then plan and execute it in two-week sprints.
CPA financial planners must carefully document for clients all risks associated with recommended investments.
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.
This article offers advice on how to survive, and even thrive, during tough economic times.
Without a plan, you can end up wasting time and money on marketing a service you aren’t able to deliver.
The size and resources of your firm will go a long way in determining what will be a prudent, effective approach.