As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting, to gather the right data and hold everyone involved accountable for growth.

Private equity can solve many of a firm's problems –– but not necessarily all, according to Phil Whitman of Whitman Transition Advisors, and there are alternatives.

Private equity is a solution to many accounting firm problems -- but not for all accounting firms. Allan Koltin of Koltin Consulting Group dives into who might be a good fit for PE, and what they can expect if they do.

Private equity presents a lot of opportunities for accounting firms -- but comes with a great many questions, too. Bob Lewis of the Visionary Group offers answers and valuable advice for accountants looking at this major trend.

Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need.