Using Leverage and Balancing the Pyramid



Many accounting firms have become under-leveraged, creating significant problems with succession planning, growth, profitability, and staff retention. There is a direct correlation between the ability for partners to delegate and leverage their time and the ability to grow the firm and increase profitability. In addition, this issue has been fueling the volume of merger activity over the last five years. The demand and competition for quality staff is a major obstacle in establishing the proper ... continue reading


Top RedZones of 2016



We are happy to share some of the most popular RedZone posts from 2016. Thank you for providing your RedZone comments, feedback, ideas and thought leadership with us. Predictions for 2017 and Beyond The firms that will take full advantage of the huge opportunities for the accounting profession in 2017 and beyond will be those that attract and retain the best staff, offer more formal advisory and solutions-oriented services, and control their direct labor costs ... continue reading


Aiming at Your Target Market



My article “Aiming at Your Target Market” was published in the January/February 2017 issue of New Jersey CPA. When combined with contemporary, focused and consistent marketing activities, target marketing is far more likely to succeed than a one-size-fits-all approach of indiscriminate and “shot-gun type” strategies. Determining a firm’s ideal target market is one of the most critical factors in achieving higher rates of qualified lead generation and closing prospective clients. Many firms feel that by ... continue reading


It’s Winning Time



Republished from our January 2016 blog It’s playoff time in the NFL and teams need to avoid common pitfalls to get to the Super Bowl. We have come up with some common pitfalls we have seen in the public accounting environment that winning public accounting firms need to avoid. Believing that a firm (of any size) can be successful in the long-term without strong leadership at the Managing Partner level. It’s acceptable to fail at ... continue reading


Webinar: Avoiding Risk in CPA Firm Mergers



This webinar will discuss how to avoid M&A risks and maximize the deal’s ROI. ... continue reading