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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. 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; …

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Testimonials

“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

“Rosenberg's 'How CPA Firms Work' captures the best of the best snapshots in our industry. Our strategic discussions on these points have been focused, saving us hours of research time on our own. And it has given us the confidence to proceed on several issues already addressed by other good firms.”

Rob Sachs - COO Dalby Wendland & Co. P.C.

“I am happy to endorse Marc's monograph series. We have purchased every one of his books and implement practically all of his suggestions.”

Mark Perlson, CPA/PFS
Perlson LLP
New York, NY
Charleston, S.C

“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

“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

“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

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

Dana Jarvis
Director of Operational Analysis
Burr Pilger

“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

“GREAT stuff! Please tell Marc thank you.”

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

“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