Firm Management
Latest News
Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
![dog and cat wallpapers 4 1 5bbcabf622c9e](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/31786/dog_and_cat_wallpapers_4_1_.5bbcabf622c9e-768x480.png)
How to Market Your Firm to Veterinary Clients
The trick to marketing to veterinarians is to develop and share quality content along with information about your proven services. Sounds simple, but it can quickly go to the dogs if mismanaged. Here is a multi-pronged approach to aid in branding, to ...
![cloud1_10754979](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/31854/cloud1_10754979.png)
Saving Time and Building Value By Leveraging the Cloud
For many accountants, value pricing sounds like a great way to boost a firm’s bottom line. However, many firms have not been able to experience the benefit; in fact, many have found that despite its promise, value pricing had a limited application ...
Defining Personal Success
More often than not, our goals are something tangible. At one point in my life, making partner in my firm was the ultimate goal — the epitome of success I’d been working toward my entire life. However; I found throughout my career, I have pivoted ...
![Succession-Planning1](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/32135/succession-planning1_11173475.png)
Why Most CPA Firms Never Make it to the Second Generation
The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to sell her firm and work eight more years. She has revenue of $1M and […]
![mergers_and_acquisition_1_.54298f636f49a](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/16839/mergers_and_acquisition_1_.54298f636f49a.png)
CLA Acquires Texas-Based Accounting Firm MWA
MWA is a team of highly motivated CPAs, business advisors, and accountants serving fast moving, growing, successful people. Through a focus on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort ...
![EY ernst logo13 1 59d3b552d63b3](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/27379/EY_logo13_1_.59d3b552d63b3.png)
EY Adds Digital Learning Organization to Firm
Ernst & Young LLP (EY) announced today that the 52 professionals of NogginLabs have joined the EY People Advisory Services practice. This new team significantly expands EY’s resources providing digital learning and training services to clients.
![mergers_and_acquisition_1_.54298f636f49a](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/16839/mergers_and_acquisition_1_.54298f636f49a.png)
How to Increase the Odds of a Successful Accounting Firm M&A
Although corporate mergers and acquisition activity continues to set new records, according to the Harvard Business Review the failure rate exceeds 70%. Why? Because companies, including CPA firms, “…that focus on what they are going to get from an ...
![Referrals 5bd858128423d](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/32058/Referrals.5bd858128423d-768x506.png)
Revving Up Referrals: How Small Tax Firms Can Boost Referrals
Persuading others to vouch for your services may not be as difficult as you think.