today's features
mergers & acquisitions

behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners

sorren seeks to redefine the profession’s future.

consolidated: sorren, member firms, kuramoto, and prager

by 卡塔尔世界杯常规比赛时间 research

backed by dfw capital partners, meridien, idaho-based harris & co. cpas is leading a roll-up with 12 other firms to create sorren, a new top-50 firm with $170 million in revenue, 85 partners, more than 1,000 employees, and 20 offices across the u.s.

more mergers & acquisitions | ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors | how private equity is impacting accounting | deals 2024: over 100 cpa firm mergers and acquisitions | want to merge? here are 23 things to request | richard kopelman: inside aprio’s bold | allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth makeover | accounting influencers | should you merge? here’s how to chart your path | exclusive: eisner ceo charly weinstein explains the private equity deal | flash briefing: a “call to arms” after private equity deal

see the private equity dealflow timeline here | more private equity ‘s incursion into accounting here

correction: this article has been updated to correct reporting that erroneously conflated the background of michael o’donnell with another person of the same name. 卡塔尔世界杯常规比赛时间 apologizes for the error.

the sorren platform is backed by dfw capital partners, which acquired harris & co. in january 2024. the investment in harris remains the private equity firm’s only publicly disclosed deal in the accounting sector. dfw focuses on lower middle-market business services and is leveraging harris as the foundation for building a national accounting and advisory enterprise.

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2022年世界杯抽签

bissett bullet: change is an internal factor

today’s bissett bullet: “when an accounting firm wants to achieve positive change, we need to understand that the ‘change agents’ are in the firm already.”

by martin bissett

as good as a consultant, trainer, mentor, coach or speaker may be they will not be with you after 6 o’clock in the evening. the change that happens in your firm the next day, next month and the next quarter is carried out by the people who work in your firm, even if that’s just you on your own.

we must understand that external help is a catalyst. they accelerate the change but the change agents, the ones responsible for it, are found internally within the firm. never bring in outside help on the belief that everything is going to change by their presence. they will provide accountability, but it is you who will make it happen.

today’s to-do:

look at where your firm is weakest today in terms of practice growth. take a look at who is the best in the business at helping solve that problem, then make an inquiry.

see more bissett bullets here

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leadership

cancel culture or curious culture? you choose. | transformation talks

turn communication breakdowns into trust-building moments. 

sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

 

transformation talks
with donny shimamoto
center for accounting transformation

in the latest episode of transformation talks, host donny shimamoto, cpa.citp, cgma, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions. 

more transformation talks

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

joining him are arianna campbell, coo of boomer consulting; ed kless, co-founder of threshold and co-host of the soul of enterprise; and amy welch, apr, cae, mission advocacy strategist with the center for accounting transformation and svp/executive producer for 卡塔尔世界杯常规比赛时间. 

the episode begins by reframing how we talk. “discussion” implies conflict, while “dialogue” is about listening. “the origin of ‘discussion’ is literally ‘to strike,’” says kless. “but dialogue means ‘twin telling.’ that shift in mindset is everything.” 

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personal financial planning

art werner: the hidden perk most miss | quick tax tip

the retirement planning hack can be a secret weapon for tax-free growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

 

quick tax tip
with art werner
cpe today

when most people hear “hsa,” they think of medical expenses and high-deductible health plans. but in the latest episode of quick tax tip, tax educator and attorney art werner urges tax professionals—and their clients—to look deeper.

click here for more art werner

in his signature style, werner reframes the health savings account (hsa) as one of the most underrated retirement planning tools available today.

“i don’t look at the hsa as a way to pay for medical bills,” says werner. “i look at it as a disguised retirement plan.”

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pro member exclusive

how firm decisions get made

four people seated around conference table, one with thumb pointed down

bonus: a voting decision grid.

by marc rosenberg
the rosenberg practice management library

“the force can have a strong influence on the weak-minded.” – obi-wan kenobi

there are a number of alternative approaches that firms use to make decisions.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

1. decision-making authority of the managing partner or executive committee (ec) granted by the partnership. the gold standard for the effective management of any organization is to establish a leader (president, executive director, managing partner, etc.) and bestow the position with sufficient decision-making authority, as contained in the organization’s operating charter or agreement, to manage the entity. this is the best practice for cpa firms’ decision-making.
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