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Downsizing your client base: A 9-step transition checklist
Friday, January 16, 2026 Intuit for Retirement

Downsizing your client base: A 9-step transition checklist

 If you’re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.
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Guide
Hidden Payment Processing Costs: What CPAs Are Missing in Client Financials
Monday, October 20, 2025 VeriFee

Hidden Payment Processing Costs: What CPAs Are Missing in Client Financials

 A practical guide for CPAs and accounting professionals to uncover margin erosion, improve client profitability, and expand advisory value.
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Research / Report
Firm Insights 2025: Tackling Talent, Technology and Growth
Friday, January 24, 2025 Massachusetts Society of CPAs

Firm Insights 2025: Tackling Talent, Technology and Growth

 In November 2024, the Massachusetts Society of CPAs (MassCPAs) hosted its annual New England Practice Management Conference, drawing over 200 firm leaders from across the region to explore critical priorities and trends shaping the accounting profession.
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