This book teaches growth-minded firms time-honored practice development tactics that still work while provding bold new ideas: how to spend marketing dollars wisely, how to outgrow the competition and take the firm to the next level.Learn More & Order
Every firm needs to ask: Is our partner agreement current? Does it protect the firm? Do we even have one? This book covers every major section of a properly written agreement: partner buyout, new partner buy-in, ownership percentage, voting, non-solicitation covenants, partner duties, mandatory retirement and non-equity partners.Learn More & Order
In an era of tight labor supply and high turnover, the old ways of managing staff no longer work. Today’s firms need to address retention, staff engagement, recruiting, training, mentoring, recognition, leadership development, advancement, performance feedback and work-life balance; here’s your complete guide.Learn More & Order
No one partner compensation system applies to all firms. Both subjective judgment and quantifiable methods and tactics must be employed to result in an outcome that satisfies the partners and is perceived as fair. Tailor your partner comp system specifically for your firm: here's how.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
Updated for 2018, an invaluable resource for new hires that explains how CPA firms work as a business. 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; decision making; voting; the role of a partner and how the organization changes as the firm grows.Learn More & Order
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
ROSENBERG PRACTICE MANAGEMENT SERIES
Based on experiences and insights amassed over decades of consulting with upwards of 1000 CPA firms throughout North America, each title 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, the books are 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.
In 2020, Kristen Rampe, CPA of Grand Rapids-based Rampe Consulting joined the Rosenberg Practice Management Team as a partner. After working together for several years on a variety of consulting projects, Marc and Kristen are now collaborating on all facets of the ever-expanding book program. As rising stars of our industry’s next generation, Kristen and her team will bring a fresh and valuable professional perspective to the trends and topics our series continues to address.
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. Annually recognized by Accounting Today as one of the Top 100 Most Influential People and Inside Public Accounting as one of the Top Ten Recomended Consultants since 2004, he has consulted with more than 1000 firms throughout his 20+ year consulting career. View Marc Rosenberg’s profile