Category: Practice Management
How To Get A 4-Day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised...
How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success...
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...
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...
Make Sense of the Accounting M&A Market: Personal Timing is Still Most Important
Recently, we had the pleasure of doing a crossover podcast episode with Rob Brown from the Inside Public Accounting podcast. We discussed the current landscape of accounting practice M&A, the...
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.
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