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

Succession Reality Check

A recent survey that the AICPA participated in found that 50% of the partner respondents have “challenges in replacing the skills of departing owners”, and 41% said that they have challenges “transitioning clients from retiring partners/principals” and with “partners’ reluctance to relinquish work relationships”. In addition, 49% are considering merging with another firm. It makes prudent business sense that if your firm falls into these top succession challenging categories, then it is time for a ... continue reading

Suggested Topics for Your 2016 Annual Partner Summit

There are many important factors in planning a Partner Summit including selecting the appropriate discussion topics and developing a relevant strategic agenda. Here are some discussion topics that you may wish to consider in your agenda planning process: Increasing profitability by managing the firm more in a corporate manner, rather than a practice and making tough business decisions. Evaluating current services and clients that can’t support the profitability levels necessary to increase the partner’s ROI. ... continue reading

Culture Rules Strategy

Why do so many strategic plans fail to materialize into success stories? Why are they so difficult to implement? Quite often the root of the problem is a lack of alignment with firm culture and strategy. ... continue reading