The professionals of Accountants Advisory Group are highly respected in the accounting profession for addressing timely and thought-provoking industry topics through published articles and speaking engagements.

Published Articles

If you would like a reprint of any of the following articles, please Contact Us.

“Structuring For Growth” – Joe Tarasco contributed to this article to be published in the Journal of Accountancy; April 2007.

“Developing and Implementing Effective Personal Marketing Plans for Partners and Key Staff Members” - Article published in the CPA Practice Management Forum;
July 2006.
   
"Use Career Development as a Succession Plan” - Article published in the CPA Practice Management Forum; June 2006.

“Looking Ahead: Revenue Sources through 2010” - Article published in the Annual Special Report, “Firm of the Future,” by the publishers of Accounting Today, Accounting Technology, and Practical Accountant; June, 2006.

“Marketing in Focus” - More firms are turning over their marketing to in-house pros with specialized skills and the prerequisite personality. Here’s how to find your point person. Contributed to this cover story published in the Practical Accountant, June 2006. To view this article, please click on this link.

“Build a Better Career Path: Your future depends on how well you cultivate your staff” Meeting employees’ need to learn and grow in their work will help you keep them, perhaps even long enough to develop them into partners. Article published in the Journal of Accountancy, Practice Management/Staff Retention; May 2006.
To view this article, please click on this link.


“Use Marketing to Attract Talent” - Article published in the Practical Accountant, Revenue Enhancers ~ Marketing Magic; April 2006.
To view this article, please click on this link.


“Setting and Hitting Growth Goals” - Strategic planning is becoming much more formalized. Here’s how firms set goals, monitor progress, and ensure marks are hit. Contributed to this cover story published in the Practical Accountant, February 2006.
To view this article, please click on this link.


“Market for Quality, Not Quantity” - Article published in the Practical Accountant, December 2005. To view this article, please click on this link.
Please download plugin to view a secure PDF of this article

“Achieve Growth through Financial and Wealth Management Services” - Article published in the CPA Practice Management Forum, November 2005.
Please download plugin to view a secure PDF of this article

Speaking Engagements

Speaking from real-world experience, our advisors frequently make presentations about a wide variety of practice management, marketing and human capital topics, including:

RedZone Practice Management™ – Best Practices to “Win” More Often
FutureTrak™ Institute – Training and Coaching Programs to Develop Your Current Staff into the Future Leaders of Your Firm
Strategic Planning and Profitability
Partner Governance and Compensation
Career Development and Staff Retention
Attracting Talented Professionals
Succession Planning
Mergers & Acquisitions
Marketing, Branding and Bundling your Firm’s Services
Niche Development and Implementation, including Wealth Management and Financial Services

In addition to client presentations, our audiences include the members of state and local chapters of CPA societies, as well as other professional accounting associations. All programs and presentations are customized to address the specific interests and needs of
our audiences.

Visit our Programs and Presentations section to view a sample of our presentation topics and Contact Us if you would like learn more about how we can customize a presentation for your firm or organization.

Upcoming and recent speaking engagements and sponsorships include:

Create or Energize Your CPA Partner-In-Training Program: Protect Your Investment and Guarantee Your Firm’s Future
Joe Tarasco, “one of the nation’s best-known consultants and speakers on leadership training for CPA firm partners,” participated in this accounting teleconference on
June 21, 2007. 

  • “Listen as representatives from accounting firms with successful partner-in-training programs, and insightful consultants to the profession, help your firm get a partner-in-training program off the ground or reenergize an existing effort. They offered practical guidance on which approaches work well or often fail, so that you’ll be
    better-prepared to …” READ MORE …

  • Association for Accounting Marketing (AAM) –
    “Lunch With Industry Expert Joe Tarasco” at the AAM Summit 2007: Unchartered Waters, June 6, 2007, Savannah, GA. During this 1½ hour general session presentation to accounting firm marketers, Joe provided a “state of the industry” report and his insight and vision of the future of the accounting profession. In addition, Joe discussed how marketing professionals can play a significant role in assisting the firm attract and retain talented staff.
       
     
  • “This session is your navigational beacon to get you through the rough waters that could be ahead.”  READ MORE …

  • The following is an excerpt from a press release published by AAM:

    FOR IMMEDIATE RELEASE
    Kansas City, MO (June 7, 2007) – The Association for Accounting Marketing (AAM) hosted its 18th annual conference, AAM Summit 2007: Uncharted Waters, June 6 through 8 at the Hyatt Regency Savannah in Savannah, Georgia.  The conference brought acclaimed resources to a record attendance of nearly 500 accounting marketing and business development professionals.

    Keynote speakers included Joe Tarasco of Accountants Advisory Group … Tarasco talked about the necessity of action in the marketing field. Extraordinary marketers, he says, must be masters of execution who control their own destinies. He discussed how market leaders can take action to sustain success and continually move their companies to the next level. He presented a view of the current profession and illustrated how professional services marketers play a vital role in its successes.
  •    
    The New York State Society of Certified Public Accountants (NYSSCPA) -Foundation for Accounting Education (FAE) - Practice Management Conference: “Succession Planning,” June 27, 2006, New York City.
    Please download plugin to view a secure PDF of the conference brochure
       
    The Connecticut Society of Certified Public Accountants (CSCPA)
  • “Structuring & Implementing Wealth Management Services” presentation on September 27, 2006, Easton, CT.

  • “Management of an Accounting Practice” presentation, November 16, 2006,
    Darien, CT.
  •    
    The New Jersey Society of Certified Public Accountants (NJSCPA)
  • Sponsor of the “Annual New Jersey Convention,” May 4-5, 2006.

  • Bergen Chapter – “Management of an Accounting Practice” presentation including “Current Trends in the CPA Profession; The Importance of Strategic Planning and Developing a Vision for the Future of your Firm; Wealth Management and Financial Services; and Marketing, Branding and Bundling your Firm’s Services,”
    December 8, 2005.

  • Passaic Chapter – Sponsor of the “Year-End Tax Conference,” November 12, 2005.

  • Association for Accounting Administration
  • New York Chapter – Practice Management presentation with a focus on “Career Development and Innovative Ways to Attract Professional Staff,” June 15, 2006.

  • New Jersey Chapter – “Management of an Accounting Practice” presentation, with a focus on “Career Development & Succession Planning and Utilizing Marketing & Public Relations to Attract Talented Professionals,” April 20, 2006.

  • Washington, D.C. and Baltimore Chapters“Management of an Accounting Practice” presentation at their Joint Chapter Fall Conference, October 27, 2006,
    Columbia, MD.

  • National Associated Certified Public Accounting Firms (NACPAF) - “Recruiting & Retaining Talented Staff” presentation to the members of NACPAF on November 3, 2006, Chicago, IL.

    International Associations
    MGIWorldwide Association of Independent Accounting & Consulting Firms

           As a keynote speaker, Joe Tarasco presented MGI’s strategic plan and facilitated         group discussions at their European Annual Meeting in Vienna, Austria on
            June 14, 2007.

          “Best Practices” presentation and “Practice Development Networking” roundtable
             facilitation at their North American Conference in Atlanta, GA, June 1-2, 2007.

          “Best Practices” presentation at their North American Annual Meeting in Toronto,
             Canada, June 2, 2006.

  • IGAL Intercontinental Grouping of Accountants and Lawyers – “Succession Planning” presentation at their Semi-Annual Meeting in New York City, March 11, 2006.
  •    
    AICPA NorthStar Conference-
  • Utilizing Marketing Techniques to Attract & Retain Talented Accounting Professionals” presentation at the Accounting Marketing Forum, November 10, 2006, New York City.

  •