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How CPA Firms Can Navigate Through These Uncharted Times

How CPA Firms Can Navigate webinar

Date: Thursday, June 18, 2020
Time: 3:00 pm ET
Zoom: Link provided after registration

During these uncertain and unprecedented times, CPA firms need remain current and be ‘future ready’ to address many new daily challenges and obstacles to continue operating in a ‘new normal.’ In addition, with momentous health risks in and outside of the workplace, an unpredictable economy, and changes in the accounting firm marketplace, dealing with current practice management issues makes planning for the future more critical. While these challenging times create a difficult course to navigate, constantly learning, adapting, and modifying your firm’s strategy to overcome obstacles will allow your firm to survive this “perfect storm.”


  • A detailed discussion of the current state of the accounting profession and where it may be heading in the future
  • Developing and implementing innovative marketing strategies and initiatives to replace lost clients and enhance growth
  • Taking advantage of the current state of the market to upgrade staff and add quality partners
  • The Top 5 factors of developing a business strategy and model to compete effectively in the future
  • Potential M&A opportunities and structuring in 2020 and beyond due to the crisis
  • Review the recent MGI-CPAAI North America survey and discuss results

About the Speakers

Joe Tarasco and Nancy Damato of Accountants Advisory Group

Joe Tarasco

Joe Tarasco

Nancy Damato

Nancy Damato

Accountants Advisory Group assists the leaders of today’s public accounting firms by consulting in all areas of firm practice management, including succession and strategic planning, mergers and acquisitions, advisory and finder services, marketing and lead generation, strategy and implementation, recruiting and search services, firm governance, partner compensation structure, practice development, virtual partner and marketing retreat facilitation services, and leadership consulting.