Succession Planning

Succession Planning Tips for Those Short on Time

Succession Planning tips for those short on time.   You are likely in the thick of busy season, so we’ll be concise and to the point today.   If you own an accounting practice and want to begin marketing your firm this spring, here are three last-minute succession planning tips to focus on to help […]

Accounting Practice Buyer

Accounting Practice Buyer Cash Flow 101

Accounting Practice Buyer Cash Flow 101   We have three major goals for every accounting practice we sell: Maximize the practice’s value. Keep the process simple. Help the buyer succeed.   One major way to help accounting practice buyers succeed is to have them get cash flow right in year one.    Cash is the […]

tax season tips

14 Tips for a Fun and Productive Tax Season

14 Tips for a Fun and Productive Tax Season Check out these incredible ideas for you and your staff to have fun and thrive during tax season: Never under estimate the power of food: • Have a chili cook off. Invite staff and partners to make a pot of their favorite chili and let everyone […]

Strategic Meetings During Tax Season

Strategic Meetings During Tax Season

Strategic Meetings During Tax Season Short Meetings Help Keep Everyone on Track Meetings that go on too long are notoriously counter-productive, but short check-in type of meetings create a culture of accountability – which can have an incredibly powerful impact over time.  This can be really helpful during tax season.  Working a lot of hours […]