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.
Strategic Planning
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.
M&A activity in accounting on the rebound in 2021, expert says
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.
For firms, advanced tech is no longer optional
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.
The pandemic pushed us forward. Let’s keep evolving
This article discusses how CPAs should plan for and expect significant organic growth based on the transformation that occurred due to the pandemic.
Don’t let dead weight sink your firm
CPA firms today need more speed, agility, and power to deal with disruption, uncertainty, and clients’ quickly changing needs.
The year ahead: CPAs share their ambitions and goals
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.
When disorganization derails your workflow
Workplace experts offer strategies to help you gain more control of your workflow, even when others cause the chaos.
Promoting resilience helps firms and people in turbulent times
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.
Why agility is key for firms navigating COVID-19
The current circumstances force firms — and their clients — to deal with several challenges at the same time.
What to know before offering client accounting services
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.
How a firm’s vision differs from its mission
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.
Sprint your way to a digital future
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.
Financial planning: Remember to plan for risk
CPA financial planners must carefully document for clients all risks associated with recommended investments.
6 steps to a better busy season
CPAs share their thoughts on how implementing certain steps in advance can minimize stress and make the most of the season.
Use digital marketing to propel your new firm
Three entrepreneurial CPAs offer tips for succeeding with digital and marketing techniques.
Apples + Oranges = Risks in nontraditional acquisitions
Navigating the acquisition, onboarding, and integration of non-CPA professionals can be tricky.
Surviving an economic downturn
This article offers advice on how to survive, and even thrive, during tough economic times.
How to effectively implement innovation
Without a plan, you can end up wasting time and money on marketing a service you aren’t able to deliver.
How firms of any size can innovate
The size and resources of your firm will go a long way in determining what will be a prudent, effective approach.
