A Morning with Allan Koltin

A Morning with Allan Koltin

My large firm roundtable group in Chicago recently invited Allan Koltin, President of Koltin Consulting, to share his experiences with us. If there were an election of the most highly visible, sought-after consultant to CPA firms, Koltin would be the … Continued

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Establishing an Executive Committee

Establishing an Executive Committee

Questions from a Reader: Our firm is currently working on revising our shareholder agreement. We have 13 shareholders. We are wrestling with a few issues. We plan to create an Executive Committee to work with our MP.  What is the … Continued

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What Makes a Great CPA Firm Leader?

What Makes a Great CPA Firm Leader?

The following questions were posed to us recently in an interview with our colleagues at Convergence Coaching. Whose leadership style do I admire the most? The common thread to the three leaders below is this: Many people love the phrase … Continued

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What a Partner Retreat Is – and Is Not

What a Partner Retreat Is - and Is Not

A Partner Retreat is NOT…. Just another partner meeting. Partner meetings tend to focus on operational issues: routine matters, solving an immediate crisis. A retreat is a time for contemplation, communicating, brainstorming, going boldly where the partners have never gone … Continued

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Mentoring a Young Staff Person

Mentoring a Young Staff Person

My alma mater, the University of Illinois Chicago (UIC) recently announced a mentoring program and I jumped at the opportunity to participate. It paired alumni with accounting majors still in college. The great thing about this program is that it … Continued

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Benchmarking IT Expenses Revisited

Benchmarking IT Expenses Revisited

An April post on this subject generated many excellent questions. Today we’re following up with additional insights we’ve gleaned since then in response to these queries. Initially, a reader asked how to benchmark IT expenses. We referenced two main sources: … Continued

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