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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PODCAST

Tackling CPA Firms’ Top Concerns

 December 6, 2022
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VIDEO

Future Firm Growth Requires a Mindshift

 December 6, 2022 Source: CPA Trendlines
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ARTICLE

Web 3.0 Is Coming: What CPAs Need to Know Now

November 22, 2022
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ARTICLE

Embracing a New Business Model for CPA Firms

 November 17, 2022 Source: AICPA
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ARTICLE

What Employers Should Understand About Today’s Accounting Students

 November 11, 2022
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PODCAST

Two Cyberthreats CPA Firms Should Fear

 November 4, 2022 Source: AICPA
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BLOG

How Reverse Mentoring Can Be Beneficial to Your Company

 October 31, 2022
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ARTICLE

How to Go Easier on Staff During Busy Season

 October 25, 2022 Source: Journal of Accountancy
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NJCPA and Third-Party Events

December 9, 2022Live Webcast
Privacy Issues And Solutions – What You Need to Know!
December 13, 2022Live Webcast
2022-2023 Workplace Law Updates for CPAs
December 15, 2022Live Webcast
Privacy Issues And Solutions – What You Need to Know!
December 16, 2022Live Webcast
Mergers & Acquisitions: Tricks, Traps, & Terrors
December 21, 2022Live Webcast
Privacy Issues And Solutions – What You Need to Know!
December 28, 2022Live Webcast
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives
December 29, 2022Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
January 5, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
January 11, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
January 18, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
January 19, 2023Northfield
Atlantic/Cape May Chapter
Current Issues Update
January 25, 2023Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
January 27, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
February 1, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
February 7, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
February 15, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
February 16, 2023Live Webcast
2023 Hiring and Compensation Trends
February 23, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 7, 2023Live Webcast
Accountability: Stop the Blame Game Webinar
March 8, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 16, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 22, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 30, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 5, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 15, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 19, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 26, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 3, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 9, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 18, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 26, 2023Live Webcast
Privacy Issues And Solutions – What You Need to Know!
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      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.
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