Many small businesses fall into the trap of complacency. We categorize complacency as a “trap” because it is often the product of sustained success that causes a business to feel secure and set in their ways. In the case of small CPA firms, many partners and solo practitioners feel a sense of security, doing the […]

In many cases, Small Firms value themselves based on the amount of revenue that they bring in on a yearly basis. Revenue, however, is not the only determining factor in the valuation of a small firm. Here are three factors to value your firm upon beyond the numbers: Location The largest qualitative valuation factor for […]

Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]