Category: Transition & Retention

How To Get A 4-Day Weekend During Tax Season
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm. He raised...

How Niching Down to Veterinarians Built a 15X Practice
Greg Toner kept only his best clients, raised prices, picked one niche, and grew his practice 15X. While many CPAs accept any business that comes their way, Greg found success...

The Best Accounting Podcasts for CPA Firm Owners in 2026
Podcasts have become one of the most powerful ways for accounting professionals to stay current, learn new strategies, and hear from industry leaders, all while commuting, working out, or tackling...

Half a Million in Six Months: How to Transform Firm Value
In this second episode of The Power of Focus Series, Bill and Chris Murphy share how they increased their firm’s value by half a million dollars in six months. They...

What makes an Accounting Firm Prosper? Key Insights From Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this...

What Sellers Want in a Buyer (And What Gets Buyers Rejected)
The strongest buyers operate with integrity, speed, and professionalism.Most buyers think buying a CPA firm is about price. It’s not just about that. Successful buyers understand this is a process....

The Readiness Test: How to Know If You’re Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast...

PE is Moving Into Accounting – Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in...
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