Retired Partner Consultant
Rosenberg Associates is looking for retired CPA firm managing partners to work with us on a part-time basis in our CPA firm consulting practice. You may be well suited for this role if you would like to stay in the game, supplement your income, work with a team and continue to share your expertise with the profession.
If you’re interested in working with us on a flexible schedule, we’d love to talk with you.
- Work with small to mid-sized CPA firms on practice management-related matters, e.g.
- Partner retreat facilitation/strategic planning
- MP/Partner coaching
- Advising firms on client service processes, managing client responsibilities, transition of clients between partners, training, and mentoring of staff, etc.
- Updating their partnership agreement and governance structure
- Defining or updating their buyout plan
- Designing a new equity-partner compensation system for their firm
- Practice management reviews
- Be a part of a growing boutique CPA firm consultancy with a strong history and bright future.
- Choose your schedule: Take the projects you want, skip the ones you don’t.
- Hours will vary depending upon consulting opportunities that come our way, plus occasional internal meetings.
- Minimal admin work: we will take care of contracts with clients, invoicing, collections, and more.
- Served 10+ years as a managing partner or executive committee member with of a CPA firm with $7M - $40M in annual revenue.
- Philosophical alignment with Rosenberg Associates on CPA firm best practices (we will review this during a video call).
- Willingness to be trained on and use our materials, processes and templates in your work with clients.
- We value you bringing your experience and individual style, coupled with a consistent experience for all clients of our practice.
- Pleasant and professional to work with, and you look forward to working with a team.
- Must live/work in the continental U.S. (48 states).
- Percentage of collections.
- Additional percentage for leads you generate that are not already in our client base.