Newsletters
Equity Allocation and Reallocation - Part 1
172.93 KBIn my next series of columns, I want to address the issue of equity – how it is commonly allocated to begin with, and then making adjustments to it over time. For many firms, the idea in the beginning...
CPAs Laissez Les Bon Temps Roulez
62.86 KBUNPRECEDENTED OPPORTUNITY We live in an age of unprecedented opportunity right now. Yes, you read that correctly—unprecedented opportunity. Of course, we’ve seen some interesting economic times in...
Accountability For Performance Management Part 1
126.91 KBAccountability is something everyone talks about implementing, but few organizations do well. In the 2011 PCPS top issues for CPA firms, for firms with 11 to 20 professionals, partner accountability/unity...
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For years, Bill was editor and columnist for a number of CPA State Societies’ Public Practice e-newsletters. His column was called “In the Bill-iverse” where he shared his opinion on a variety of subjects, covering management, leadership, marketing, technology, governance, operations and more. Because of Succession Institute’s institutional knowledge about the innerworkings of CPA firms, these columns provide fairly timeless tips on how to approach and address a variety of common CPA firm problems and/or opportunities. As well, Tommye, Bill and Dom will occasionally add to the Succession Institute archive with new articles and columns.
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