AT Think

Picking the PFP model that fits a firm best requires some self-knowledge.

Worthwhile partner gatherings require accountability, organization and discipline.

Audit clients stand to benefit more than they know from new developments in the field.

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Many firm leaders do not truly appreciate that CPA firms are in the business of public accounting and consulting to generate handsome profits and an attractive ROI for the equity partner group.

Even when speaking directly to clients, tech toys can help make a point.

Tax breaks for the profitable; how long to keep tax docs; unenrolled preparers; analytical procedures for auditors; other highlights from our favorite tax bloggers.

Once a client sees how your strategic or business advice will help them make money, they are more willing to part with their hard-earned dollars for a new engagement.

Observers are starting to move their predictions for change back to 2018.