Home - The Rosenberg Associates

Monograph Spotlight

CPA Firm Partner Agreement Essentials

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

CPA Firm Staff: Managing Your #1 Asset

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

CPA Firm Partner Compensation: The Art and Science

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

CPA Firm Partner Retirement / Buyout Plans

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

CPA Firm Mergers: Your Complete Guide

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

How CPA Firms Work: The Business of Public Accounting

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

CPA Firm Management & Governance

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

CPA Firm Retreats: The Do-It-Yourself Guide

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

What Really Makes CPA Firms Profitable?

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

CPA Firm Succession Planning: A Perfect Storm

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

ROSENBERG PRACTICE MANAGEMENT SERIES

Based on experiences and insights amassed over more than 20 years 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, 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.

View Marc Rosenberg’s profile

Acquiring Business Development Skills Critical to Succession Planning

CPA firms are in the midst of a succession planning crisis that will continue until the retirement of Baby Boomers joins Y2K and other issues on the ash heap of history. A paltry 20% of first generation CPA firms make …

The Toughest Issues in Bringing In New Partners

The dual-headed monster of succession planning and finding quality staff is causing anxiety at firms across the country. Retiring Baby Boomer partners feel they lack the quality bench to replace them. This explains the fact that only 20% of first …

CPA Firm Staff Forum: Top Talents Talk

For 10 years Chicago area firms have sent their young staff to our annual Staff Forum where we try to learn how they see their firms, their careers and in general, how they think. This year’s Forum attracted 23 staff; …

Get Marc’s expertise delivered to your inbox.Unsubscribe anytime.

Email*
Name*
First Last
Firm Name

Testimonials

“I find these writings extremely useful in my role as managing partner. I attend many PM seminars, read a lot of books on professional services and listen to a lot of the top CPA firm consultants. The content in your books brings together in one place the best practices preached by all of these experts. ”

Charles Postal, CPA
Managing Partner
Santos Postal & Co.
Rockville, Maryland

“Marc has been a valued consultant over the years. The Monograph series uses his experience and “no-nonsense” approach to accounting firm management issues. If you are a constant learner about the profession as we like to be, the series is a requirement.”

Larry G. Autrey
Managing Partner, Whitley Penn
Ft. Worth, TX

“The Monograph was great. I will share it with some of my partners. I think it will be a good tool in helping to educate some of the up and coming managers on what we are looking for in future partners.”

Al Kutchins
Kutchins, Robbins & Diamond
Chicago

“I am using the Partner Retirement/Buyout book to update our partner agreements. I really enjoyed the structure of the book. The content was relevant and useful, and very easy to read and get through. ”

Jim Gardner,
MP, Fred A. Lockwood & Co. PC; Chadron, NE

“We have purchased a number of Marc’s books and I like them because they are concise, have ready points that can be implemented and are focused to the task at hand – CPA firm profitability, retreat planning, succession planning. They are a great resource for the CPA firm owner or manager.”

Chip Helme
Managing Principal
Thompson, Greenspon & Co.
Fairfax, VA

“We have used your Monograph series on practice management topics to assist us in developing our own internal procedures and processes. We have found this material to be very helpful, as it is based on “real-life” experiences in working with CPA firms, and the recommendations are practical to implement.”

Cary Selby, CA
Managing Partner
SBLR LLP, Toronto

“I have been using your Monographs since buying them three weeks ago. What a great resource!”

Dana Jarvis
Director of Operational Analysis
Burr Pilger

“Initially we shared How CPA Firms Work with our Director and Management Groups, but found it so useful we have given it to all our staff and are now incorporating it for new staff while onboarding.”

Kimberly Hawkins,
Thomas Head & Greisen PC; Anchorage, AK

“Marc’s monograph series provides detailed and thought provoking insights into a myriad of the most important management issues facing partners in today’s accounting firms. The checklists and forms alone will save you thousands of dollars. Why recreate the wheel?”

Cornell Rudov
President
CPAsNET.com

“I ordered your most recent monograph and my MP and I are both reading it. In our opinion it is a “must read” for every partner in a CPA firm! We would love to make it a requirement for all of our partners. I truly do think it is “the best” management book.”

Dorothy Gray, COO
GranthamPoole CPAs
Jackson, MS