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. 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.

View Marc Rosenberg’s profile

Getting Sick and Tired of Ownership Percentage Driving Your Partner Decisions?

I sure am. Why? Imagine you entered into an ownership position in a CPA firm in your mid-30s. Over the next 30 years or so, you’ll be paid your share of millions of dollars. Do you want your share to …

Top CPA Industry Gurus Discuss Today’s Trends

In the blockbuster musical Hamilton, one of the rousing songs was “I wanna be in the room where it happens, the room where it happens, the room where it happens” as a young Alexander laments his exclusion from a meeting …

Partners: When To Speak Up and When To Shut Up

To paraphrase Shakespeare: When to speak up and when to shut up – that is the question. There are times partners should speak their minds and times they should remain silent. A great MP once told me: “If you’re not …

Testimonials

“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 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

“GREAT stuff! Please tell Marc thank you.”

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

“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

“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

“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 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

“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