BDO Alliance MP Roundtable – Kohler, WI

BDO Alliance MP Roundtable – Kohler, WI

At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the day discussing the CPA M&A marketplace, evaluating your succession team, outsourced client accounting services, and how to increase a firm’s advisory revenue. Some key...
What I Learned Facilitating a BDO Alliance Area Meeting

What I Learned Facilitating a BDO Alliance Area Meeting

A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...