Rosenberg Associates Blog
A satirical blog post in celebration of April Fool’s Day, as featured in Accounting Today. New technology from progressive generative AI firm C.P.A.AI has been put to the test this year. In January, their AI Busy Season Bot was launched to an audience of CPAs eager to get their hands on the advanced technology….
A satirical blog post in celebration of April Fool’s Day. Struggling with the ongoing talent shortage facing the accounting industry, local CPA firm Watts, Taber and Fiske recently made a change giving them a viable option for staying independent. The firm raised its minimum age for partner retirement from 62 to 85, which gives the…
You’re busy. Everyone is. You also need a pipeline of future leaders to continue to run the profitable accounting firm you’ve created and provide you, hopefully, with a generous internal buyout. You’ve been hearing that you need to actively develop your team to be successful, but who has time for that? After all, you learned how to be a consummate professional the hard way. Why not pass that experience on to the next generation?
If you’re like most CPA firms, you’ve had your fair share of partner accountability challenges. Luckily, industry experts, notable partners and developers have finally come together to lead change in this area with a new tool: the Partner Accountability App.
Here are some of the common issues this groundbreaking technology addresses:
Partner compensation is a challenge for many accounting firm leadership teams. The desire to balance rewarding performance, book of business, billable hours, and plain old seniority leads to conflict. Feelings of confusion arise when partners who are total jerks continue to out-earn their peers who have 20% higher realization and manage staff as if they’d been personally mentored by Adam Grant.
I’ve been fortunate enough to work closely with Marc Rosenberg for the past several years on partner compensation projects. Combining our…
In a recent PowerPoint presentation to manufacturing industry controllers and CFOs, CPA Janet Trelite wowed the audience with a slide deck featuring 64 information-packed slides. The hour-long talk on the new leasing standards was fourth in a lineup of technical experts on tax, revenue, and of course, blockchain.
We rented out a theatre, filled it with accountants, then asked them to give us their rating and answer a few questions about the movie. Given the depth of training in form completion, coupled with hundreds of years of combined accounting industry experience, we obtained a relevant set of ratings and opinions about the movie that are summarized here.
CPAs often shy away from business development and sales calls. Maybe it’s for good reason, that stuff really can kill you!
It’s no secret that teams who enjoy working together are more cohesive and productive. Break out of the CPA / accountant stereotype and be sure to have enough fun in the office to balance out the daily grind. Here are four ways to accomplish this, or spur on your own creativity for having fun at your office.
In reaction to trending social media outcries, a new Men to Watch Award Program is being launched this year by several state CPA societies. The formerly dormant Men’s Initiatives Executive Committee (MIEC) has just announced the MTW Program and nomination criteria, with the goal of honoring outstanding men in the profession.
Get our expertise delivered to your inbox.