CPA Firm Management

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Six Essential KPIs for Managing Partners

October 18, 2021 Source: CPA Trendlines

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How One CPA Firm Gets Succession Right

October 4, 2021 Source: Journal of Accountancy

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What Tax Professionals Should Do After a Data Theft or Loss

September 30, 2021

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Accountants’ Liability Insurance: Heading for a Hard Market

September 30, 2021 Source: Accounting Today

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Are You Ready for the 2022 Busy Season?

September 23, 2021

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The Office - Will it Make a Comeback?

September 16, 2021

BLOG

Does Risk Management Include Climate Change Risks? IMA Launches New Survey to Find Out

September 15, 2021

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Understand Top Business Trends to Enhance Consultations with Clients

September 9, 2021

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Events

October 29, 2021Live Webcast

Succession Planning for the Small Business Owner: Finding the Exit Ramp

November 3, 2021Live Webcast

Bergen Chapter
Bergen Chapter Chat: Succession Planning for Sole Practitioners and Small CPA Practices

November 11, 2021Live Webcast

Future-Ready Firm Tech Conference

December 21, 2021Live Webcast

Enterprise Risk Management for Small and Medium-Sized Companies

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SMI/CallTower

Save on Microsoft Teams/Office 365 as well as Microsoft Voice licensing to help your employees, customers and clients meet, call and collaborate.

Mergers & Acquisitions Classified Ads

View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.

Jetpack Workflow

Save on Jetpack Workflow, a workflow management system that helps CPA firms manage deadlines without tasks falling through the cracks.

Whitman Business Advisors

Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Business Advisors.

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