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

A Refreshed Focus on Risk Assessment

 January 6, 2022 Source: Journal of Accountancy
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ARTICLE

When and How to Raise Fees at Your Firm

 January 3, 2022 Source: Journal of Accountancy
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ARTICLE

6 Steps to Sustainable Succession Management

 December 22, 2021
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ARTICLE

DEI: What Priority is it Given at the Top?

 December 22, 2021
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ARTICLE

What it Takes to Become a Top-Performing CAS Practice

 November 19, 2021 Source: Journal of Accountancy
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ARTICLE

How Risk Allocation Provisions Can Help Your Firm Mitigate Risk

 November 18, 2021 Source: AICPA
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PODCAST

When Private Equity Invests in CPA Firms

 November 17, 2021 Source: CPA Trendlines
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ARTICLE

5 Growth Trends for 2022

 November 11, 2021 Source: CPA Practice Advisor
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NJCPA and Third-Party Events

January 20, 2022Live Webcast
Anticipate the Market-Today's Trends Affecting You Tomorrow
January 26, 2022Live Webcast
Business Longevity
January 26, 2022Live Webcast
The ABCs of Advisory Services
January 26, 2022Live Webcast
The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning
January 26, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
January 31, 2022Live Webcast
Auditing for Fraud
February 3, 2022Live Webcast
Linking Risk Management to Strategy
February 7, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
February 9, 2022Live Webcast
Business Longevity
February 10, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
February 11, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
February 11, 2022Live Webcast
The ABCs of Advisory Services
February 14, 2022Live Webcast
Business Longevity
February 16, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities
February 16, 2022Live Webcast
Auditing for Fraud
February 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
February 23, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
February 23, 2022Live Webcast
The ABCs of Advisory Services
February 25, 2022Live Webcast
Auditing for Fraud
February 28, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
March 1, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
March 2, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
March 7, 2022Live Webcast
Business Longevity
March 7, 2022Live Webcast
Auditing for Fraud
March 8, 2022Live Webcast
Accountability: Stop the Blame Game
March 10, 2022Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities
March 11, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
March 11, 2022Live Webcast
The ABCs of Advisory Services
March 16, 2022Live Webcast
Business Longevity
March 19, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
March 21, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
March 22, 2022Live Webcast
Auditing for Fraud
March 23, 2022Live Webcast
The ABCs of Advisory Services
March 31, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
April 2, 2022Live Webcast
Auditing for Fraud
April 5, 2022Live Webcast
What Every Business Needs to Know about Pay Equity in New Jersey
April 5, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
April 7, 2022Webcast Replay
What Every Business Needs to Know about Pay Equity in New Jersey
April 7, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
April 8, 2022Live Webcast
The ABCs of Advisory Services
April 16, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
April 18, 2022Live Webcast
Auditing for Fraud
April 19, 2022Live Webcast
Linking Risk Management to Strategy
April 25, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
April 26, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
April 26, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
April 27, 2022Live Webcast
The ABCs of Advisory Services
April 28, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
April 29, 2022Live Webcast
Reassessing and Revising Your Hybrid Office Policies
May 3, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
May 4, 2022Webcast Replay
Reassessing and Revising Your Hybrid Office Policies
May 6, 2022Live Webcast
CFO Series-Contemporary Cost Concepts
May 7, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
May 9, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
May 10, 2022Live Webcast
Auditing for Fraud
May 13, 2022Live Webcast
The ABCs of Advisory Services
May 18, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
May 20, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
May 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
May 24, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
May 25, 2022Live Webcast
Auditing for Fraud
May 25, 2022Live Webcast
The ABCs of Advisory Services
June 6, 2022Live Webcast
Auditing for Fraud
June 7, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
June 8, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
June 9, 2022Live Webcast
The ABCs of Advisory Services
June 9, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
June 14, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
June 14-17, 2022Atlantic City
NJCPA Convention & Expo
June 17, 2022Live Webcast
Auditing for Fraud
June 22, 2022Live Webcast
The ABCs of Advisory Services
June 24, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
June 27, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
June 29, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
July 8, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
July 11, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
July 13, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
July 18, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
July 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
July 23, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
July 28, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 5, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
August 9, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
August 10, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 11, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
August 23, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
August 25, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
August 30, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
September 7, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
September 10, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
September 13, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
September 20, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
September 24, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
September 29, 2022Live Webcast
6 Strategies To Promote Diversity & Inclusion In Your Workplace
September 29, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 5, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
October 7, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 21, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
October 27, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
October 28, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
November 3, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
November 9, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
November 16, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
November 16, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
November 22, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 1, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
December 2, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 13, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
December 16, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
December 28, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 31, 2099Self-Study
Working Remotely: Best Practices, Challenges, and Opportunities
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      Resources

      Icon_MemberBenefits_MID
      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.
      Icon_MemberBenefits_MID
      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.
      Icon_MemberBenefits_MID
      Accountants Advisory Group
      Accountants Advisory Group maximizes the value of CPA firms with strategic planning and solutions on M&A, succession planning, partner governance, practice management, marketing and lead generation, and human capital.
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