Thursday, April 12th, 2012

New York City

I’m in New York City this week attending the Spring meeting of the New Horizon Group of CPA management consultants.

Fourteen of us have gathered for 2 days to talk about how we can be a positive and supportive influence for our many clients and all CPA firms across the country.

Today Barry Melancon, CEO of the AICPA, will be meeting with us and giving us an update/status report on the many issues the Institute is addressing.

I’ll be writing more about current trends in the days to come. For now, here’s a tidbit: All of us are seeing firms being much more proactive in addressing their succession issues. Members of the group also reported that their clients (CPA firms) seem “moderately optimistic” about improved growth and success for their firms this year.


  • "If you can count your money, you don't have a billion dollars."
  • J. Paul Getty

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