AccountingPrivate Equity in Accounting Firms: What Changes After the Deal
See what a private equity deal does to your firm once the price is settled: how you get paid, what partners give up, and what the second bite depends on.
The SOPs, checklists, and delivery frameworks behind these articles – free for CPA firms ready to scale.
Download Free PlaybooksGuides, comparisons, and playbooks on offshore accounting, tax, and building a modern CPA firm.
AccountingSee what a private equity deal does to your firm once the price is settled: how you get paid, what partners give up, and what the second bite depends on.
AccountingProcure to pay commits the money before payables sees a bill. See where the cycle starts, who may approve at what level, and what makes an order binding.
AccountingSee what changes for a CPA or EA firm: the accountant-side products, who can sign in while you review, and what a ledger conversion quietly drops.
TaxR&D tax credit work is substantiation, not arithmetic. See what a claim file holds, why the new Form 6765 reporting adds hours, and how firms staff it.
AdvisoryOnly half of record to report actually transfers. See what a provider prepares, what your firm must approve, and where to draw the scope line.
OutsourcingRestaurant accounting outsourcing breaks along the tip line. See which tip and payroll records can move to a remote team, and which ones have to stay put.
AuditSeven deliverables are sold under one phrase. See which fall under the attestation standards, which are consulting, and which parts you can staff out.
OutsourcingMost published ROI percentages come from vendors. Build yours on federal wage data, price the review and oversight you keep, and time payback honestly.
AccountingSage is not one product. See which Sage your books live in, who can reach the file, which user licenses you buy, and what to ask before you sign.
AccountingSee what each vendor's published conversion route actually moves, which file limits stop the job outright, and how to settle it one client at a time.
AuditSOC 1 vs SOC 2 turns on the work you hand over, not on a badge. See what each report proves, what type 1 and type 2 mean, and which one an auditor accepts.
AccountingBefore you post the job, see what a staff accountant job description obliges you to disclose, keep and defend, under state pay rules and the ADA.
Our free playbooks give you the exact SOPs, checklists, and benchmarks behind these articles – ready to implement in your firm.