Tag: growing your accounting firm

Half a Million in Six Months: How to Transform Firm Value
In this second episode of The Power of Focus Series, Bill and Chris Murphy share how they increased their firm’s value by half a million dollars in six months. They

What makes an Accounting Firm Prosper? Key Insights From Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this

Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and

The Readiness Test: How to Know If You’re Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast

PE is Moving Into Accounting – Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in

AI Won’t Replace CPAs. It’ll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.

Why Now Is the Perfect Time to Build a Firm That Prioritizes Mentorship with Yuri Kapilovich
The best time to build a different kind of accounting firm? Right now, while everyone else is panicking about the talent shortage. Students are avoiding accounting careers, and it’s not

The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it’s probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of “The Secret
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