Rosenberg Associates Blog

CPA Firm Mentoring: How NOT to Develop Today’s Staff Into Tomorrow’s Partners

Avatar photoMarc Rosenberg, CPA / December 3, 2013

Many firms have outdated, macho views about staff becoming partners, as evidenced by comments like these we hear every now and then at partner retreats: “Staff either have it or they don’t.” “No one’s going to become a partner here until they march into my office and DEMAND it.” “Mentoring is a bunch of B.S….

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How the “IKEA Effect” Impacts CPA Firms

Avatar photoMarc Rosenberg, CPA / April 3, 2013

I heard an NPR piece recently entitled “The IKEA Effect.” I was expecting something about IKEA’s growth or expansion, or perhaps a commentary on their business model. Instead, I heard a clever way to describe how people develop more commitment to goals that prompted me to consider how CPA firms are impacted by the “IKEA Effect.”

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The Amazing Steve Jobs

Avatar photoMarc Rosenberg, CPA / December 4, 2012

Walter Isaacson’s biography of the legendary pioneer of the personal computer industry hit the best seller lists in late 2011, but until recently, I resisted investing the time to reading the book because I felt I knew most of what would be in it. Boy, was I wrong!

This book is a must read for anyone interested in learning how great companies are made and how great leaders lead them.

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Three Obstacles to CPA Firm Succession Planning

Avatar photoMarc Rosenberg, CPA / October 23, 2012

  It’s common sense that the key to succession planning is developing future leaders, a practice at which the vast majority of CPA firms under $15M struggle. Here are three tactics for developing future leaders:   1.   Partners must be accountable for personally developing specific future leaders.  It doesn’t take a rocket scientist to tell…

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Advice From A Female CPA Firm MP

Avatar photoMarc Rosenberg, CPA / April 3, 2012

The CPA profession stuggles mightily to retain women all the way through partner, but at a time when nearly 60% of the professional staff of CPA firms is female, only 15% of all partners are women, and very likely no more than 1-2% of MPs are women.
A newly appointed MP at a client firm spoke with me about the period in her career when she was raising children and working a flex-time schedule

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You Get What You Measure

Avatar photoMarc Rosenberg, CPA / October 24, 2011

Jeff DeYoung, MP of the Chicago & Minneapolis offices of Baker Tilly, the 16th largest CPA firm in the U.S., gave a marvelous presentation to my Chicago roundtable group. A few years ago, the former Virchow Krause boldly changed its name to Baker Tilly.  “We really like the international brand name – there are only…

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