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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 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. He shares his expertise regularly on The Marc Rosenberg Blog.

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Rosenberg Survey: CPA Firms are Hale and Hearty

There’s exciting news from our 20th annual Rosenberg Survey, which reported on 2017 results. Perhaps the iconic phrase from Star Trek’s Mr. Spock is pertinent: “Live long and prosper.” CPA firms continue to grow and post impressive profits, as good …

Developing a Truly Progressive Next Gen Culture

Our Chicago roundtable, consisting of the most prestigious and largest local CPA firms in the Windy City, recently convened a conference that brought the house down. Our goal was (a) to address the #1 challenge to CPA firms today – …

Mergers: Experienced Buyers Talk

Two Chicago area MPs recently talked to our roundtable about their experiences merging in smaller firms: Shelly Casella-Dercole, MP of 8-partner Eder Casella in McHenry, IL and Jon Segal, MP of 15-partner Kutchins, Robbins & Diamond in Schaumburg, IL (both …

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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’s insight for the profession, communicated through the Monograph series, has proved to be an extremely valuable resource for our rapidly growing firm.”

Bruce Jones, MP
Porte Brown
Chicago

“GREAT stuff! Please tell Marc thank you.”

Marina A. Houghton, CPA
WOLINSKI & COMPANY, C.P.A
Detroit

“I can't praise enough the monograph that Marc has written on Partner Retirement/Buyout Plans. It was the best work within this area that I have ever read and it should be mandatory reading for every owner - and future owner - of a CPA firm.”

Allan Koltin
Koltin Consulting Group

“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 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

“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

“The Monograph series has been a guiding light for our firm management. We have purchased all the Monographs and found them to be invaluable to a firm of our size.”

Tom Roberts
Leone, McDonnell & Roberts
Wolfboro, NH

“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