Gift Ideas for CPAs

We are well into the holidays, and most people are in a rush to get some of their last minute shopping done. But there are always a couple people on your list that are nearly impossible to buy for; they already have “everything”, they do not collect a lot of “stuff”, or they are just […]

Maximize Client Retention in CPA or Accounting Practice Acquisition

Most offers to purchase a CPA or Accounting Practice in the last few years have included a clause that ties the purchase price to client retention. For this reason as well as others, a transition plan that maximizes long-term client retention should be carefully considered. Sellers want client retention because the price of the firm […]

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