23rd Mid-Year Meeting Takeaways

This year’s mid-year meeting was in Austin, Texas. We had over 20 members and prospects attend the meeting. Below is a synopsis of the session highlights:

What Does Success Really Look Like?

There is a very large misconception around what defines a successful program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of … Continued

Do You Have a Crisis Communication Plan?

All organizations are susceptible to crises, including accounting firms. Normally, when business owners think about the effects of a disaster they envision large catastrophic disasters that affect an entire region. The truth is, there are many types of disasters that … Continued

23rd Annual Meeting Takeaways

This year’s annual meeting was in San Diego, California. We had over 35 members and prospects attend the meeting, including three members from our international affiliate, Auditrust. Below is a quick summary. M&A The merger and acquisition scene isn’t slowing … Continued

5 Post Busy Season Growth Ideas

Another busy season came and went. Hopefully, this one was easier than previous seasons. While many of you would like to check out mentally until June, consider instead what you will do with your next six to eight weeks. The months … Continued

How to Build a Sustainable Brand for Your CPA Firm

Of the 44,000 CPA firms in the nation approximately 30,000 are sole proprietors. Of the remaining 14,000 practices only a small percentage generate more than $2,000,000 in revenue. The longevity for most of these remaining firms need not be short-lived. … Continued

Leverage Part-Time Workers To Meet Staffing Demands

The Bureau of Labor and Statistics reports that there are almost 20 million people who are available for part-time work. These 20 million people have chosen to work part-time for non-economic reasons. For CPA firms struggling with finding good talent, … Continued