Firm Management and Succession Planning Knowledge Hub

Gain tactics for managing your firm and establishing a succession plan with our collection of articles, events and resources.

 

Content

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ARTICLE

10 Top Technologies for CPA Firms

July 26, 2022 Source: AICPA
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ARTICLE

Breaking Down the Top Issues Facing CPA Firms

July 26, 2022 Source: Journal of Accountancy
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ARTICLE

Client Acceptance: A Liability Gatekeeper

July 19, 2022 Source: AICPA
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PODCAST

The Secrets of Selling Your Small Firm

July 11, 2022 Source: AICPA
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ARTICLE

Top CPA Firms Dig Deeper to Retain Employees

July 7, 2022 Source: Journal of Accountancy

 

NJCPA and Third-Party Events

August 16, 2022Live Webcast
September 21, 2022Live Webcast
September 21, 2022Live Webcast
September 22, 2022Live Webcast
September 24, 2022Live Webcast
October 7, 2022Live Webcast
October 18, 2022Live Webcast
October 28, 2022Live Webcast
November 16, 2022Live Webcast
November 18, 2022Live Webcast
December 8, 2022Live Webcast
December 13, 2022Live Webcast
December 13, 2022Live Webcast
January 17, 2023Live Webcast

    Resources


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    TaxDome
    Get two months free of TaxDome's simple, powerful workspace to manage your practice: clients, jobs, documents and teams. 
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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.
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    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.
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    Whitman Transition Advisors
    Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.