Maybe because I am so literal, I am a firm believer in transparency. Perhaps that was why I was intrigued by a newsletter from a leading firm association that goes to association members and friends. Included was a two-pager entitled “Vision for Our Future,” that identifies ten possible goals of the association for 2008-2012. The process, which included member surveys, conference calls, and meetings, was also detailed. The proposed goals were developed by a 15-member team and facilitator, all listed in the two-pager.

One goal was to employ a full-time nationwide director/manager of accounting & auditing to provide coordination, advice and assistance; conduct research; and answer member questions regarding A&A. Another goal was to “help firms grow through mergers and acquisitions of other CPA practices by creating a process and system to benchmark data and develop techniques to assist members interested in acquiring and merging with other CPA firms.”

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