Category: Transition & Retention
Service Worthy of a Referral
Service Worthy of a Referral Want to build your CPA practice by capturing referrals? It all starts with your service. Here are some ideas that any business can implement to...
The Top Eight from Accounting Practice Insights
The Top Eight from Accounting Practice Insights 2016 will be an exciting year for our Blog (which is now titled Accounting Practice Insights.) It’s our sincere hope to continue bringing...
Four frequently overlooked items when buying an accounting firm.
One of our main goals for all of our clients is to help keep our transactions as simple as possible. That said, it’s funny how things can often take...
Stumbling blocks to starting your own CPA Practice
Stumbling Block to Starting your Own CPA Practice Potential problems to starting a CPA practice include an insufficient client base and partner mismatch. This article first appeared in The...
You are only as good as your best clients
You Are Only as Good as Your Best Clients One of my best clients told me that! What is it about people who build successful businesses? Do you have...
Post-Merger Integration
If you are acquiring an accounting practice, expediting the integration of staff is important. The sooner you can tap into the talent of the people from the target firm,...
Why client loyalty is a major plus when buying a CPA firm
3 Reasons why it benefits the buyer when clients have been loyal to the seller. Here is a common statement we hear from sellers: “My clients are really loyal...
Helping Staff Make the Transition After You Buy a CPA Firm
Don’t neglect your new practice’s most important asset. This article first appeared in The CPA Insider™. When you buy a CPA firm, how important are the staff? When we...
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