Firm Management

January 27, 2022 

Host a coffee meeting weekly or once a month. That’s right. All it takes is you, a camera (cell phone is fine), and a cup of coffee. Keep the topic relevant and short. Spend 5-10 minutes with your virtual audience answering a question they might have.

Becky Livingston

January 26, 2022 

Sheridan is a senior manager and co-leader of the firm’s Business Valuation and Litigation Support Group. His areas of expertise include business valuation and litigation support, business consulting, and fraud investigation and prevention.

January 26, 2022 

Kim Spinardi has been named a partner at Hamilton Tharp LLP, a California accountancy. The firm's managing partner and CFO, Christina Tharp, noted the significant contributions Kim has made as senior staff accountant, manager, and senior manager at the...

January 26, 2022 

It’s challenging to know the best time to exit or sell your firm. Thankfully, there are five key considerations that can help you know if your timing to sell is right.

January 25, 2022 

One way to add value to your accounting firm’s services is to help clients with their pricing. Let’s take a closer look at how your firm can help with price changes and why it’s important.

January 24, 2022 

As the pandemic enters a third year, CPAs and their employers are grappling with staff burnout and other mental health challenges. For CPAs in public accounting, two particularly difficult tax seasons — and another on the horizon — also make it clear ...

January 21, 2022 

Assessments can help you build a successful team and culture, allowing your practice to grow and thrive. Some assessments are free, while others cost a few hundred dollars. In either case, they are an investment in your team and your future success.

January 19, 2022 

Formed in 1969, HLB services clients through its member firms in 159 countries, with more than 32,000 partners and staff in 968 offices worldwide. HLB is currently the 11th largest global network and was named the Network of the Year...

January 19, 2022 

The Readers' Choice Awards give our readers the opportunity to spotlight the technologies they most rely on and trust to manage their firms, provide client services, and help those clients run their businesses.

Isaac M. O'Bannon

January 19, 2022 

In the tax and accounting space, there are often questions asked about owning a small firm versus working at a big one. I’m here to talk about the benefits of owning a small firm and what decisions you are able to make as the owner that have lasting ...

January 19, 2022 

Travani & Richter has been performing tax compliance and consulting for high net worth individuals throughout the southern Florida area for nearly 20 years. Joining CRI allows the team to expand their offerings and provide a set of more specialty ...

January 19, 2022 

Massarsky Consulting has joined the professional services firm Citrin Cooperman. Massarsky is a leading copyright economics consultancy widely known for their work in the music industry serving the valuation interests of music publishing ...