Posts by Marc Rosenberg, CPA
Why it’s important to write correctly Written communication takes several forms: emails, texts, letters (to clients and the IRS, for example), client reports, performance evaluations, etc. Thoughtful writing of these messages is important because: It shows that the author is thinking clearly. The way you write says as much about you as the way you…
A good consultant knows “the buck stops here.” They may provide great service and solutions, but if their clients aren’t happy, then the consultant’s performance is less than acceptable. Two criteria determine a consultant’s effectiveness (or otherwise). First, good advisors solve a problem (“How do we bring an ancient buyout agreement up to current best…
Active buyers of CPA firms tell me that they only merge with one in ten sellers they meet. These buyers have—and rarely deviate from—criteria they want a merger partner to fit. First, there are so many sellers in the market that buyers can be highly selective. Second, many buyers, especially those over $15–20M, will only…
We were conducting a workshop for staff on the business of public accounting, how firms make money, why they should care that the firm is profitable, how the firm is managed and, lastly, why CPA firm partners have a great job. This workshop, which we commonly convene for firms, was for the professional staff of…
I had lunch with the MP of a $12M firm recently and, naturally, the conversation turned to what’s on the minds of all CPA firms: the challenges of retaining staff, making their jobs more desirable and getting them to covet being a partner. This firm’s income per equity partner is about $600K, with the MP…
Providing consulting services to CPA firms is a great job. We get to work with dozens of successful, hard-working firms every year, which puts us in the enviable position of observing best practices and practices that are, well, not so good. The latter enables us to share with firms how to make changes that will…
Providing consulting services to CPA firms is a great job. We get to work with dozens of successful, hard-working firms every year, which puts us in the enviable position of observing best practices and practices that are, well, not so good. The latter enables us to share with firms how to make changes that will…
Providing consulting services to CPA firms is a great job. We get to work with dozens of successful, hard-working firms every year, which puts us in the enviable position of observing best practices and practices that are, well, not so good. The latter enables us to share with firms how to make changes that will…
Warning: This article may be very difficult for partners over 55 years of age. It could trigger high levels of anxiety and even tears. A journal article I wrote about 15 years ago (yes, before blogs!) was “Partners: Get A Hobby!” I got as many compliments on this article as on any of the 500…
We are excited to announce that Rosenberg Associates and Rampe Consulting have merged! After a long collaboration, we’re formally becoming one team to serve our CPA firm owners even better. Check out our About Us page to learn more and join our email list to hear about the new services coming out later this year!…
Marc Rosenberg, CPA
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