Observations about succession in accounting firms

Observations about succession in accounting firms

Succession could be defined as the process by which the current owner/s of a firm transition and handover ownership to new owner/s. When I say handover I don’t mean for free! The usual situation will be a sale of equity to new owners. Those owners could be inside the...
Should you outsource your marketing to an agency?

Should you outsource your marketing to an agency?

In my work as an accounting firm coach, consultant and mentor I am regularly speaking with firm owners and managers about marketing. In the current climate where finding great team members is “hard” and finding clients is “easy”, the focus of marketing activity is...