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
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
Getting started; steps in the merger process; keys to successful mergers; data to review from merger candidates; what actually needs to be negotiated; assessing cultural fit; deal breakers and non-negotiables; questions to ask of prospective merger partners.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
Getting started; steps in the merger process; keys to successful mergers; data to review from merger candidates; what actually needs to be negotiated;
assessing cultural fit; deal breakers and non-negotiables; questions to ask of prospective merger partners.
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
The proprietary process for leading retreats; alternative formats; potential agenda topics; logistical issues; whom to invite; facilitator role; ensuring retreat ideas are implemented.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.