* The Succession Institute, LLC is not a CPA Firm
Archive

Accountability & Ambiguity

Posted: October 1, 2015 at 10:27 pm

This video is an excerpt from a webcast that takes a step-by-step approach for walking through the Succession Institute’s recommended CPA firm partner goal setting process. This webcast covers the iterative approach involved, to defining goals, to a logical time line, monitoring required, feedback recommended, to the final evaluation and determination of financial impact.

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CPA Vision Project

Posted: September 11, 2015 at 10:52 am

Bill Reeb discusses the AICPA CPA Vision Project.

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Introduction to Succession Institute

Posted: July 14, 2015 at 4:02 am

A quick introduction to our company and owners.

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