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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
ARTICLE
Riding the Changing Tide of the Accounting Profession
March 24, 2023
ARTICLE
Four Steps to Firm CAAS Buy-In
March 2, 2023
Source: CPA Trendlines
BLOG
Demands for Flexibility, Remote Work and Compensation are High on Employee Wish Lists
February 28, 2023
ARTICLE
Momentum Builds for Corporate ESG Reporting and Assurance, Yet Disclosure Inconsistencies Linger, Study Finds
February 27, 2023
BLOG
Surprising Ways to Attract and Retain Talent
February 27, 2023
ARTICLE
Why Your Approach to CAS and CFO Services is Wrong
February 21, 2023
Source: CPA Trendlines
ARTICLE
How the FTC Safeguards Rule May Affect Your CPA Firm
February 16, 2023
Source: AICPA/AON
BLOG
Why It’s Important to Motivate and Retain Staff Now
February 14, 2023
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NJCPA and Third-Party Events
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June 13 - 16, 2023
Atlantic City
Featured
NJCPA Convention & Expo
March 30, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
March 30, 2023
Live Webcast
Auditing For Fraud
April 5, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 7, 2023
Live Webcast
Accountants and Malpractice: Can We Get Sued for This?
April 10, 2023
Live Webcast
Auditing For Fraud
April 15, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 19, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 21, 2023
Live Webcast
Firm Trends: M&A and Advisory Services
April 25, 2023
Live Webcast
Practical Insights Gleaned from the AICPA's Code of Conduct
April 26, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
April 28, 2023
Live Webcast
Firm Trends: M&A and Advisory Services
April 28, 2023
Live Webcast
Auditing For Fraud
May 3, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 9, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 16, 2023
Live Webcast
Auditing For Fraud
May 18, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 26, 2023
Live Webcast
Privacy Issues And Solutions – What You Need to Know!
May 27, 2023
Live Webcast
Auditing For Fraud
May 30, 2023
Live Webcast
Auditing For Fraud
June 2, 2023
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
June 12, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
June 26, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
July 10, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
July 19, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 8, 2023
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
August 9, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 17, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
August 18, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
August 28, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
August 31, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 5, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
September 8, 2023
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
September 22, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
September 29, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
November 3, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
November 27, 2023
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
December 7, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 19, 2023
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
December 28, 2023
Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp Webinar
January 8, 2024
Live Webcast
Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State Webinar
January 24, 2024
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
February 14, 2024
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
March 7, 2024
Live Webcast
Working Remotely: Best Practices, Challenges, and Opportunities Webinar
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Resources
TaxDome
Get two months free of TaxDome's simple, powerful workspace to manage your practice: clients, jobs, documents and teams.
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.
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.
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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IN THIS SECTION
Accounting & Auditing
AI and RPA
Audit Quality
Blockchain and Cryptocurrency
Business Management
CAS - Client Advisory Services
Client Acquisition & Retention
The CPA Pipeline
CPAs Serving the Cannabis Industry
Cybersecurity
Data Analytics
Diversity, Equity & Inclusion
Employment Law
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Financial Reporting
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Inflation Reduction Act
Law & Ethics
Litigation Services & Business Valuation
New Jersey Business Alternative Income Tax (BAIT)
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
SECURE Act
Staff Recruitment & Retention
State & Local Tax
Technology Planning & Implementation
The Future of Learning