surveys & research

want to merge? here are 23 things to request

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this is your starting point.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: what do you ask for when considering a merger?

more: i’m just starting out; why join an association? | don’t blame the client for your location | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | higher fees to start: ten ways to make your tax season better
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response: this is a “you show me yours and i’ll show you mine.” you should have this information fairly well organized.

also, look at it critically and try to imagine what a prospective partner would say, and how you would react if this were someone else’s information that were being presented to you.
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staff turnover’s down, but why?

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the aftermath of the great resignation leaves many questions.

by 卡塔尔世界杯常规比赛时间 research
rosenberg national survey of cpa firm statistics

as the pandemic wound down, there was a pretty big shakeup at cpa firms. almost a fifth of employees left their firm. some moved on to similar positions. some got canned. and some ditched the whole profession in a search for satisfaction elsewhere.

more: what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
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charles hylan – managing director of the growth partnership, which conducts the rosenberg national survey of cpa firm statistics – hazards a guess, based on his experience with cpa firms, that “a large number are leaving the profession altogether.” among all firms surveyed, i.e., firms with over $2 million in billings, “a whopping 75 percent of staff turnover is voluntary.”

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richard kopelman: aprio’s plans for global conquest | accounting influencers | part 2 of 2

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from $70 milliion to $450 million: the power of positivity, strategic planning, and going international.

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accounting influencers
with rob brown

richard kopelman, ceo and managing partner of pe-owned aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.

see part 1: richard kopelman: inside aprio’s bold makeover | more accounting influencers with rob brown | aprio sells majority stake to charlesbank capital partners  | cited: mindset: the new psychology of success

in the second part of a two-part accounting influencers series, kopelman tells rob brown that a growth mindset drives aprio’s tremendous revenue growth from $70 million to $450 million.

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