Amazing Partner Retreats

Amazing Partner Retreats

I once facilitated a partner retreat of a 15 partner firm.  Actually I co-facilitated it with the firm’s MP, a very dominant guy. He started off the retreat by citing the results of the last 10 year’s retreats, identifying dozens … Continued

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IT Efficiency Tips for CPA Firms

IT Efficiency Tips for CPA Firms

Recently, a panel of Chicago area IT experts addressed my small firm roundtable group.  We were privileged to have with us Terry Beyersdorfer, Director of IT at ORBA, a $20M firm and Matt Schoenfeld, who manages the IT strategy and … Continued

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Transparency and Partner Compensation

If you ask 10 different people to define one of today’s buzzwords – transparency – you will get 10 different answers.  This post addresses “transparency” as it relates to a CPA firm compensation committee. Transparency defined Expectations of transparency applicable … Continued

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