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How to Value a CPA Firm [Plus 13 Key Valuation Factors]

Ryan Lazanis

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

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Accounting Websites: 43 Examples for Modern Firms

Ryan Lazanis

Whirks Whirks integrates exceptional personnel and the latest accounting software available to provide comprehensive human capital management solutions. The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services.

Account 98
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Beyond Traditional Law Firm Accounting: Virtual CFO Services for Law Firms

Anders CPA

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

Account 52
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Beyond Traditional Law Firm Accounting: Virtual CFO Services for Law Firms

Anders CPA

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

Account 52
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Your Firm and Your AI Tactics

CPA Practice

During a recent CPA firm technology assessment, I repeatedly heard the term software exhaustion. The firm had tried to innovate with lots of tools and platform changes in a short time without a strategic plan in place. The fundamental software changes were good, but the execution? Not so much.

Tax 97
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The Technology Lab Podcast – Tech Predictions for 2024 – Dec. 2023

CPA Practice

I think in general, the the providers are going to start trying to force you on to cloud applications much more rapidly, you know, from from the stuff I’ve seen in the CPA firm survey and other places like that, it looks like a lot of the big firms have already switched to the CCH access platform. It’s a difficult thing.

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Future of Accounting: The 2022 Annual Guide

Ryan Lazanis

As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position.

Account 111