ACCOUNTING PRACTICE INSIGHTS BLOG
Are You Generating Referral Business?
Are You Generating Referral Business? Client to CPA: “How’s Business?” CPA: “I’m slammed….working 60 hours a week. We can’t seem to stay caught up and can’t find great...
What is an Accounting Practice Intermediary?
What is an Accounting Practice Intermediary? I often get asked what I do for a living, and, I often leave those conversations pretty sure that person still has no idea...
CPA Transition Planning - The Buyer/Seller Relationship
CPA Transition Planning The Buyer/Seller Relationship If you have followed us for a while, then you are probably familiar with our transition model. We recommend a fairly brief handoff when...
Repeat Customers
Repeat Customers Last year, approximately 15% of our CPA practice sales were bought by clients who had purchased from us before. We are really proud of that fact because it...
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