Strategic planning

TOPICS / FIRM PRACTICE MANAGEMENT

June 9, 2026

ENGAGE takeaways: 7 principles to improve CPA firm profitability

For the 10th consecutive conference, former AICPA chair Bill Pirolli shared tried-and-true keys for next-level financial success for firms.

October 24, 2025

Navigating outside investors: Safeguarding ethics and independence in evolving practice structures

The AICPA’s Professional Ethics Executive Committee (PEEC) is updating guidance for firms navigating private-equity investments and alternative practice structures. Find out more in this JofA article.

September 1, 2025

7 retirement tips for small firm CPAs

Former firm owners share advice on how to exit the profession after a fulfilling career and set up the practice for success.

July 1, 2025

Transform your business model

In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.

July 1, 2025

How to develop your firm’s transformation strategy

The first step in building a better CPA practice is to determine a plan that makes it possible to work less while making more money.

March 26, 2025

JofA-branded podcast: Critical conversations about business transition planning

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

November 18, 2024

PKF O’Connor Davies strikes a deal with private equity

The top 30 firm announces investment by two entities in the continuation of an industry trend.

May 23, 2024

Report: Businesses off target on FP&A processes

Businesses are automating the wrong financial planning and analysis processes, leading to FP&A staff being overextended and burned out, according to a recent report from Gartner.

October 5, 2023

Harnessing collaboration for workplace transformation

Advances in technology are turning the business world upside down — and accounting is no exception. The paradigm shift taking place calls for radical innovation and transformation. Collaboration is the key.

September 1, 2023

Innovation for the modern accounting firm

Cathy Rowe, Vice President and Segment Leader, US Professional Market, Wolters Kluwer Tax & Accounting North America, discusses why innovation is critical to the modern accounting firm’s success.

March 20, 2023

Is it time for firms to transform their business model?

After helping their clients survive three tough years, accounting firms should look toward a post-pandemic future. Here are five areas you should explore to determine whether your firm’s business model needs transformation.

April 20, 2022

Why converting to a cloud firm can be a good exit strategy

Accounting firms that use cloud technology sell for a higher revenue multiple — and spend significantly less time on the market than non-cloud firms.

April 18, 2022

Top challenges in a hot M&A market

As activity ramps up, experts offer advice on both ends of the dealmaking.

October 1, 2021

How one firm gets succession right

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.

September 2, 2021

Inflation worries and a tight labor market lead to a slight dip in optimism

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.

August 2, 2021