ACCOUNTING PRACTICE INSIGHTS BLOG
Lending Insights when Buying an Accounting Practice (podcast)
Check out our latest podcast episode with Shannon Hay! Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in...
Selling your Accounting Practice - Protect your client list
This time of year, everyone is either still busy or on vacation enjoying some much-needed R&R so this is a very brief post today. I had several conversations recently with...
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...
Top three issues facing accounting firms today (podcast)
Check out our latest podcast episode with Rita Keller! Rita is a nationally known CPA firm management consultant, speaker and author. She has been repeatedly named to Accounting Today’s...
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