SUCCESSION PLANNING WHITEPAPER
This whitepaper showcases ways that you can approach succession and business transition through a strong business development and marketing culture. Learn tips for your CPA firm if you want to increase your business value for growth or eventual M&A.
Proactive Consulting Guide
This guide shares six ways to be a more active consultant. From project debriefs to troubleshooting possible challenges, you will learn how to go above and beyond for your clients. Doing so will not only enhance client service but allow your firm to grow through added value and services.