today's features

candy bellau: the $350 pricing mistake that nearly broke this boutique firm | the disruptors

how to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.

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the disruptors
with liz farr

candy bellau didn’t set out to build a firm that could operate without her. but her hand was forced when her mother became ill.

“i kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorbed the client work i was doing,” bellau recalls. 

more disruptors: oliver: build a biz that runs without you | daiber: use succession as a growth strategy | cannon: busy season is self-inflictedcarroll: when one person can break the firmrampe: build a roadmap even when the road’s not therechang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hourkless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to riseproctor: turn dumb ideas into brilliant solutionscarter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years |

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her team at kramerica business solutions not only maintained the business but made it better. “they did things that were so much better, and they looked out for me,” bellau says.  

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pe deal tracker update: alan whitman plants a flag in the private equity landscape

tracker surges into 2026 with more than 200 transactions.

in january alone, dozens of private-equity-backed deals surfaced — more than a quarter of all 12 months last year. and it hasn’t slowed down yet.
alan whitman, speaking to 卡塔尔世界杯常规比赛时间’ rory henry. full video interview here

by 卡塔尔世界杯常规比赛时间 research
cornerstone reports

former baker tilly ceo alan whitman is returning to the center of accounting’s private equity vortex with a new mandate and a new sponsor, taking the helm of a newly capitalized triple-threat cpa firm, insurance agency, and transaction consultancy.

more alan whitman: breaking the mold with pe backing | holistic guide | whitman: build culture on ‘progress,’ not change |moss adams-baker tilly merger: bigger isn’t better. better is better.rory henry and the holistic guide to wealth managementcornerstone reports private equity

in the new edition of the 卡塔尔世界杯常规比赛时间 pe deal tracker™, madison dearborn partners, the chicago-based private equity firm, founded in 1992 and managing more than $28 billion in assets, is backing the combination of nichols cauley, a georgia-based cpa firm, with partners risk services and jgh consulting in a three-entity formation designed not as a tuck-in acquisition but as an integrated advisory foundation from inception.

at nichols, an eight-office regional leader, whitman may be inventing more than the next generation of cpa firms. it could be a new breed.  “it’s going to be a lot of fun scaling a new product,” whitman tells 卡塔尔世界杯常规比赛时间’ rory henry in the latest episode of the holitic guide to wealth management. “it’s kind of a new category in the space.”

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fourteen components to your firm’s strategic plan

execute it; don’t let it sit on a shelf.

by domenick j. esposito
8 steps to great

many cpa firms do not have a living, breathing strategic plan that enables them to successfully navigate through their next two or three years.

more by domenick j. esposito
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that in and of itself is not very surprising because most cpa firms are basically small and midsized businesses with the same generational challenges faced by most small and midsized family and privately owned operating companies. read more →