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

What it Takes to Become a Top-Performing CAS Practice

November 19, 2021 Source: Journal of Accountancy
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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

 

NJCPA and Third-Party Events

January 26, 2022Live Webcast
January 26, 2022Live Webcast
January 31, 2022Live Webcast
February 3, 2022Live Webcast
February 9, 2022Live Webcast
February 11, 2022Live Webcast
February 14, 2022Live Webcast
February 16, 2022Live Webcast
February 23, 2022Live Webcast
February 25, 2022Live Webcast
March 7, 2022Live Webcast
March 7, 2022Live Webcast
March 8, 2022Live Webcast
March 11, 2022Live Webcast
March 16, 2022Live Webcast
March 22, 2022Live Webcast
March 23, 2022Live Webcast
April 2, 2022Live Webcast
April 8, 2022Live Webcast
April 18, 2022Live Webcast
April 19, 2022Live Webcast
April 27, 2022Live Webcast
May 10, 2022Live Webcast
May 13, 2022Live Webcast
May 25, 2022Live Webcast
May 25, 2022Live Webcast
June 6, 2022Live Webcast
June 9, 2022Live Webcast
June 14-17, 2022Atlantic City
June 17, 2022Live Webcast
June 22, 2022Live Webcast
September 24, 2022Live Webcast
October 28, 2022Live Webcast
November 16, 2022Live Webcast
December 13, 2022Live Webcast

    Resources


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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 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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    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.