insights for cpa firms

Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...

Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...

Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...

Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....

Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....