Tips for Growing Your CPA Firm’s Affiliated Entities

As more and more CPA firms venture into consulting services, they will be faced with the question of how they should expand their non-traditional services. Some of the more common service areas include technology, wealth management and specialized consulting services for a niche or industry. As firms look to these affiliated service lines and entities…

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Spotlight: Launching a New Service

Whitlock-Spotlight

Launching a new service in an accounting firm can be daunting, especially when it’s not traditional tax or audit services. In this featured spotlight, we interviewed The Whitlock Company’s Melinda Thurman and Anne McCormick about the launch of their outsourced cloud accounting services in 2015. We invite you to read about their success.   Why…

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6 Tips to Ensure Your Consulting Services Succeed in your CPA Firm

Many CPA firms are seeing significant growth among the consulting services they offer, however, building these services is sometimes easier said than done. Here are 6 tips to ensure your consulting services succeed.   Treat Consulting Services as a Business with Its Own P&L If you want your consulting services to be successful, treat them…

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Putting More Air in the Tires

If you’ve hit a pothole while driving this winter, join the club. Whether there’s too much air in those Firestones or too little air in those rubber beasts (or “just right,” said the big bad wolf), there’s normally an opportunity for adjustment. That’s the way with growing businesses, too. Evaluate and adjust, you might say…

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