Category: Transition & Retention

Four key tips for creating a desirable accounting firm for succession and staff retention
There are a couple of problems plaguing accounting firms today which makes succession planning a challenge. Number one, baby boomers are retiring as one of the largest work-forces in history....

What Makes CPA Firms Highly Marketable? (3 min Clip)
A good accounting firm to run is often the easiest firm to sell. What makes a practice highly marketable is often what makes it smooth to manage. Check out this...

From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
If you’re looking for practical tools and implementations for converting to the cloud from a traditional firm give this podcast a listen. Barbara and I dive into what her transition...

Tips For a Successful Accounting Practice Transition
The sale or purchase of an accounting practice can be extremely successful with a good transition. To have a smooth and viable transition, both the buyer and seller need to...

How to Find the Right Accounting Practice to Buy
Finding the right accounting practice to buy has a lot of great advantages…as long as you buy one that reasonably fits you. I say reasonably, because you will never find...

Accountants: How to raise your fees to grow revenue and work less
Growing your revenue is very closely related to the growth of your team. If you want to grow out of your current workload (and your current role), you may...

Growth Lessons from Top Notch firms(Video & Podcast)
How to make 100% of your revenue growth hit the bottom line w/ Brannon Poe and Ian Brennan Growth can mean different things to different people. After a few brutal...

What can your accounting practice do for you?
“Ask not what you can do for your practice – ask what your practice can do for you” –Brannon Poe Last week my creative director and I were...
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