Advisory

  By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just […]

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Five Reasons Cloud-Based Backup is Better than Local.

Awards honor advances in technologies that aid tax and accounting professionals.

When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice management, according to Gary Adamson, President of Adamson Advisory.

Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.

As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?