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

Embracing a New Business Model for CPA Firms

November 17, 2022 Source: AICPA
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PODCAST

Two Cyberthreats CPA Firms Should Fear

November 4, 2022 Source: AICPA
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ARTICLE

How to Go Easier on Staff During Busy Season

October 25, 2022 Source: Journal of Accountancy

 

NJCPA and Third-Party Events

December 13, 2022Live Webcast
January 19, 2023Northfield
Atlantic/Cape May Chapter
Current Issues Update
February 16, 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.