Developing a Practice

From deciding to start your own practice to planning for the growth of the firm to preparing for a merger or acquisition, developing your practice is an integral part of the business.  

• Growth
• Purchase & Merger
• Starting a Practice 

Growth

• Where to Find Your Next Small Business Client. accountingWEB, c1013
  
  
• Opportunities in Bloom: Uncovering Mid-Year Client Opportunities. accountingWEB, c2013
  
  
• Brain Trust...monthly Practice Management meetings to help CPAs conduct, develop and grow their various businesses using leading edge best practices and modern tools.
  
  
• Eight Steps to a Structured Approach. accountingWEB, c2013
  
  
• How to Increase Firm Revenue Organically. Boomer Consulting, c2012

 Purchase & Merger  

• The Buy/Sell Guide: 10 helpful steps for navigating accounting practice M&As. INSIGHT Magazine, c2012

• Five Merger Tips to Help You Seal the Deal. Gary Adamson, c2011
  
  
• Buy, Sell Merge Opportunities. ICPAS
  
  
• Client Communication After an M&A Deal - Sample Client Letters. AICPA, c2009 
  
  
• Mergers & Acquisitions of CPA Firms: Understanding the roadblocks to successful deals (Part 1 of 2). Journal of Accountancy, c2009
  
  
• Keeping it Together: Plan the transition to retain staff and clients (Part 2 of 2). Journal of Accountancy, c2009   

 Starting a Practice

• On your own! How to start your own CPA firm. AICPA, c2012. 213 pages. 250 ACC POE 2012 007627

• Top Six Pitfalls of Starting Your Own Practice. AccountingWEB, c2012 

• Non-CPA Ownership Provisions by State (PDF). AICPA, c2010
  

• Starting Your Own CPA Firm. AON, c2011
  

• Technology Basics for Starting Your Practice. AccountingWEB, c2009

• Start your own practice...shape your own destiny and provide value to clients.  Journal of Accountancy, c2006