KPIs: Going Beyond the Numbers

Accounting firms of all sizes have been challenged to measure and manage partner performance using quantitative Key Performance Indicators (KPIs) for partner performance. Such KPIs include revenue per partner, new business generated, chargeable hours, partner realization rates and write-offs.

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Joe Tarasco
Pilot Program a ‘Gamechanger’ for CPA Profession

Dan Geltrude is unequivocal about what’s in store for accounting firms. “It’s absolutely a gamechanger for the entire profession,” the CPA told NJBIZ. The gamechanger is a new pilot program, being tested in New Jersey, to create an alternative path to the 150 credits needed to be eligible for a Certified Public Accountant license.

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Joe Tarasco
Succession Planning Pitfalls to Avoid

The CPA profession is changing rapidly ̶ ongoing consolidation, a shortage of quality CPAs, baby boomer founding and rainmaker partners retiring, keeping pace with and the cost of technology, intensified competition for new clients and staff, private equity changing the marketplace for deals, etc.

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Joe Tarasco