Strategy and 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.

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.

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.

Timing your exit

This article offers factors to consider when deciding when to bow out of their firm.

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.

NEWS

IRS sets start date for tax season

The IRS announced that tax season will start in late January and that it will issue refunds to taxpayers despite the partial shutdown of the federal government.

PODCAST

Why CPAs can’t wait on automation tools

What do accounting firms waiting on others to develop AI, automation, and data analytics tools have in common with a baseball fan sitting in a stadium filling with water at an exponential rate? The answer could determine your firm’s fate.