NEW! Many firms hire outside facilitators for their retreats. But the majority. especially those under $15M, facilitate their own. In both cases, this all-new edition serves as a complete resource guide to convening a partner retreat that leads to action.Learn More & Order
The guide to creating a well-written, competitive buyout agreement: the industry's first-ever detailed reference source - an invaluable tool for firms drafting an initial plan or revising and updating an existing agreement.Learn More & Order
The merger market is in frenzy, yet few firms have experience with mergers. Our step-by-step guide provides the keys to implementing successful mergers: assessing cultural fit, critical negotiating terms, pricing strategies, due diligence and legal issues.Learn More & Order
A primer that explains how CPA firms work as a business, this monograph is an invaluable resource for new staff hires. Use it as part of new employee orientation and onboarding programs to give new employees a solid foundation in the workings of a typical firm.Learn More & Order
Best practices for managing and structuring the leadership group; descriptions of both partnership and corporate styles; role of the managing partner and firm administrator; how decisions get made; voting; the role of a partner and how the organization changes as the firm grows.Learn More & Order
Several dozen high-impact techniques for maximizing profitability; 25 best practices for moving firms from good to great; what is NOT important to profitability; BONUS: current CPA industry benchmarks from The Rosenberg MAP Survey.Learn More & Order
Step by step approach; challenges for older and younger partners; overarching initial decisions; leadership development and bringing in new partners; managing partner and client transitions; how firm governance must change as the firm grows; mergers as an exit strategy.Learn More & Order
Developing staff into leaders; criteria for admitting a new partner; structuring the buy-in; how ownership percentage is decided; how voting works.Learn More & Order
A guide to CPA firm strategic planning and partner goal setting; creating the strategic plan; vision vs. mission statement; best practices for goal setting; keys to implementation; strategic planning pitfalls.Learn More & Order
Compensation Committees are THE most effective system used by multi-partner firms to allocate partner income. How they work; best practices; structuring compensation; open vs. closed and the roles of goal setting, performance criteria, strategic planning and core values.Learn More & Order
Based on experiences and insights amassed over more than 20 years of consulting with upwards of 800 CPA firms throughout North America, each monograph is dedicated to a key area of CPA firm practice management.
Presenting informative case studies and useful handouts, checklists and templates in Rosenberg’s engaging, conversational style, they’re a valuable resource for firms interested in improving profitability, setting and achieving actionable goals, resolving partner and staff issues and developing the profession’s future leaders.
Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner
issues. President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with more than 800 firms throughout his 20+ year consulting career. He shares his expertise regularly on The Marc Rosenberg Blog.