Monograph Spotlight

CPA Firm Mergers: Your Complete Guide

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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.

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Quantum of Paperless: Guide to Accounting Firm Optimization

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CPA industry IT authority Roman Kepczyk's guidebook outlines 32 mission-critical components of a successful IT operation; how technology maximizes efficiency and profitability; Marc Rosenberg's BONUS foreword surveys top MPs on firm technology optimization.

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How CPA Firms Work: The Business of Public Accounting

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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.

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CPA Firm Management & Governance

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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.

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CPA Firm Succession Planning: A Perfect Storm

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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.

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What Really Makes CPA Firms Profitable?

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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.

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How to Bring in New Partners

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Developing staff into leaders; criteria for admitting a new partner; structuring the buy-in; how ownership percentage is decided; how voting works.

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Strategic Planning and Goal Setting for Results

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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.

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How to Operate a Compensation Committee

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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.

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Guide to Planning the Firm Retreat

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The proprietary process for leading retreats; alternative formats; potential agenda topics; logistical issues; whom to invite; facilitator role; ensuring retreat ideas are implemented.

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MONOGRAPH SERIES

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 isra-badges'13sues. 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.