Firm Overview

Accountants Advisory Group, LLC consults to CPA/Public Accounting Firms in the areas of succession planning, marketing, human resources, staff career development, mergers & acquisitions, partner and staff compensation methods, and partner retreats.

We encourage you to learn more about Accountants Advisory Group and how we can help you energize your firm and maximize the value of your practice.

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From the Red Zone

The Perfect Partner

Does the perfect partner exist? Probably not. I was asked at a retreat to define the attributes that the perfect partner should possess and came up with the following list: Loves servicing clients and understands what clients need and deserve. Clients seek out the partner’s advice and counsel and is truly considered a trusted advisor in all aspects of their major business and personal financial decisions. Generates additional revenue from clients. Respects other partners and ... continue reading

Right Merger Strategy

Over the last 10 years, there has been an unprecedented number of small to medium-sized firms combining their practices with larger firms. More recently, these mergers have been an integral part of the firm’s long-term strategic approach, rather than as a remedy for short-term succession planning issues. The strategic approach to merging has added substantiation to what we have been observing in the marketplace—there is relentless pressure on leaders of small to medium-sized accounting firms ... continue reading

The Denial Trap in Public Accounting

The CPA profession has changed significantly, i.e., ongoing consolidation, lack of quality CPAs, baby boomer partners retiring at a rapid pace, increased competition for new clients, fee sensitivity for compliance-type services, etc. Many firms are having difficulty adapting to this change and are in denial regarding succession planning and the related new market reality that firms need to be run like businesses. Denial is also more endemic among firms with older baby boomer partners. This ... continue reading