Is Your Firm at an Inflection Point?

Is Your Firm at an Inflection Point?

Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways to sustain profitability or continue growth. The continued reduction in the supply of CPAs is simple math. Aging CPA Baby...
Core Metrics Impacting CPA Firm Values

Core Metrics Impacting CPA Firm Values

Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More practices than ever are hitting the market due to a lack of session plans and increased competition as firms...
Firms Give Away Profits in Revenue Adjustments

Firms Give Away Profits in Revenue Adjustments

Busy Season Is Here Firms are so buried they often lose focus on profitability by client. Our team consults with hundreds of CPA firms ranging from the top 25 to emerging practices. We created our proprietary Market Value Accelerator, that reviews and analyzes the...
Is There a Pricing Ceiling?

Is There a Pricing Ceiling?

The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply, but not all firms are catching on to how to price services.  When talking to a firm...
Accounting Automation – Podcast

Accounting Automation – Podcast

Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to transition from a compliance-only approach to an advisory approach. How to retain clients and...