In this issue's commentary, Bill Reeb starts a new series about CPA firm ownership equity. Specifically, this article addresses how equity is commonly allocated and how adjustments can be made over time. Using his conversational style of writing, Reeb gives his two cents on 50/50 ownership, adding a third partner to the mix, partner performance, and more.

Do you have a game plan in place if one of your managers quits to start his or her own CPA firm — and that manager wants to take your clients and staff with them? This article delves into the issue and provides nine tactics to strongly consider, including consulting your attorney, making it clear you intend to aggressively enforce all terms of the non-compete agreement, and immediately contacting your clients.

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The results from the Accounting Office Management & Administration Report's 2009 CPA Firm Practice Management Survey are in, and they indicate that while the fiscal year may bring some financial setbacks, quite a few firms are positioning for growth. The survey results include data on projected revenue changes for the year, financial data and performance ratios, and more.

Find out what your clients really think by surveying them this busy season. Not only can it uncover opportunities, it can enhance client satisfaction. This marketing article by ConvergenceCoaching covers surveys in detail and lists the advantages and disadvantages of several survey methods. This article also provides survey creation tips and steps to take once the survey has been completed.

For the last seven years, information security management has been rated as the top information technology initiative in the American Institute of CPAs' annual Top Technology Initiatives Survey. This article focuses on information security management and how you can protect your firm and clients.