The Strategic Planning Test – Part 2

The Strategic Planning Test - Part 2

Earlier this year we invited you to assess your readiness for strategic planning by answering 5 questions posed in our February 18 blog. We’ll provide a link to those original questions below, but first, give some thought to these additional … Continued

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How to Successfully Merge in a Small Firm

How to Successfully Merge in a Small Firm

Mergers are all the rage.  Retirement-minded Baby Boomer partners are looking for an exit strategy. Fueling the fire are buyers (any firm larger than a seller), hungry to achieve double digit revenue growth. Many of today’s buyers are inexperienced with … Continued

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Benefits of Hosted Solutions

Benefits of Hosted Solutions

The following is excerpted from an article written by Roman Kepczyk, CPA, appearing on the CPA Practice Advisor website on May 22, 2014.  The “Cloud” and hosted solutions continue to garner interest from accounting firms, but there is a lot … Continued

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