Firm Management

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November 26, 2012 

Baby Boomers: Take the time to know the Gen Xers

CPA firms, as well as their small business clients headed by those of the “baby boomer” generation, may feel the urgency for an in-house succession plan to be certain their firm or business is headed in the right direction-to build business value and secure a future for themselves as well as their key employees.

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November 12, 2012 

National Debt Impacting Business Hiring Plans

The U.S. debt is weighing on business owners as they consider adding workers and making other investments, according to a new survey by Sageworks, a financial information company. In the survey, accounting and banking professionals were asked how the national debt affects businesses’ hiring and investment plans.

 CPA firms: A case for mandatory partner retirement

November 8, 2012 

CPA firms: A case for mandatory partner retirement

Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.