Accounting practice fundamentals

What really worked this past year?

What Really Worked this Past Year?   If you had a great year and enjoyed owning your accounting practice, it’s probably because you focused on the fundamentals well. If you want to be more focused in 2016, read on… It’s interesting how focusing on a few fundamentals can make all the difference. A professional photographer […]

CPA practice accountability

Accountability is Huge

Accountability is Huge Some of the most important lessons on accountability can be observed at the gym. Let me tell you a funny story. (And yes, I got my wife’s permission to share this.) My wife Carol recently started going to a new gym called Orange Theory fitness. (OTF) Now, OTF has mastered the art […]

Succession Planning for CPA Practices

Succession Planning for CPA Practice owners-5 Key Concepts

Succession Planning for CPA Practice Owners 5 Key Concepts We always hear about the lack of succession planning for CPA practice owners, but we find that a few key planning pieces can make a huge difference. In fact, we get a lot of calls from owners who are three to five years away from selling. […]