By Sandra G. Johnson, CPA, EA, CFE, National Education/MAP Committee Co-Chair Using KPIs to Run Your CPA Firm Like a Business, Not Just a Practice Too many small CPA firm owners focus almost exclusively on client service and compliance deadlines, often at the expense of strategic business ...Read More

By Frank Sands , CPA, National Membership Committee Chair CPA Practice Sale Checklist This checklist is designed to guide you through the process of selling your CPA practice. The goal is to sell your practice to a qualified buyer. Each point may be adjusted or expanded to fit your ...Read More

Tax Update – May 2025 The IRS National Public Liaison (NPL) meeting held on April 24, 2025, provided crucial updates and insights for the tax professional community, with an emphasis on security, practitioner resources, and organizational changes that may impact service levels in the near future. ...Read More

By Sandra G. Johnson, CPA, EA, CFE, National Education/MAP Committee Co-Chair Wrapping Up Tax Season: Reflecting, Evaluating, and Planning for Next Year Tax season is officially over, and while the busiest time of the year may have passed, the work of improving and refining your ...Read More

By Sandra G. Johnson, CPA, EA, CFE, National Education/MAP Committee Co-Chair Staying Calm and Focused: A Reminder for Small CPA Firm Owners as April Approaches As we enter the final stretch of tax season, April brings both urgency and opportunity for CPA firm owners. The pressure to meet ...Read More