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

CAS and Value Pricing Boost Firms' Bottom Lines

 December 5, 2023 Source: Accounting Today
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ARTICLE

Three Ways to Improve Next Tax Season

 December 5, 2023 Source: CPA Trendlines
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BLOG

Essential Year-End Planning Tasks for CPA Firms

 December 1, 2023
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ARTICLE

Your Firm and Your AI: How AI Can Help with Tax Season

 December 1, 2023 Source: CPA Practice Advisor
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NJCPA and Third-Party Events

December 8, 2023Live Webcast
The ABCs of Advisory Services
December 11, 2023Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
December 19, 2023Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
December 19, 2023Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
December 22, 2023Live Webcast
A Complete Tax Guide to Exit Planning
December 22, 2023Live Webcast
Buying, Selling, or Gifting a Business Creatively
December 27, 2023Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions
December 28, 2023Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 28, 2023Live Webcast
The ABCs of Advisory Services
January 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
January 3, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
January 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
January 8, 2024Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
January 10, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
January 11, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
January 22, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
January 23, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions
January 24, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities
January 26, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 1, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
February 3, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 5, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
February 12, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
February 14, 2024Live Webcast
A Complete Tax Guide to Exit Planning
February 14, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities
February 17, 2024Live Webcast
The ABCs of Advisory Services
February 21, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions
February 21, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
February 23, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
February 29, 2024Live Webcast
The ABCs of Advisory Services
March 4, 2024Live Webcast
Grow Your Firm with Effective Lead Generation Strategies
March 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
March 7, 2024Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities
March 12, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
March 14, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions
March 20, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
March 22, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
March 28, 2024Live Webcast
The ABCs of Advisory Services
April 1, 2024Live Webcast
Lessons Learned from Recent Accounting Malpractice Actions
April 2, 2024Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 2, 2024Live Webcast
Instant Audit? Just Add Risk Assessment!
April 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
April 11, 2024Live Webcast
A Complete Tax Guide to Exit Planning
April 12, 2024Live Webcast
Determining Reasonable Compensation for Owner Employees
April 18, 2024Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 24, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 30, 2024Live Webcast
The ABCs of Advisory Services
June 11 - 14, 2024Atlantic City
NJCPA Convention & Expo
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      Resources

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      SMI

      SMI has negotiated special discounts for the NJCPA members with all the major technology carriers and providers.

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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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      Merchant Advocate
      Merchant Advocate saves you money WITHOUT switching credit card processors. There are no upfront costs; they're paid from savings they achieve for you.