Rosenberg Associates Blog
Matt RampeA reader wrote to me recently: “Matt, I feel stuck in my practice. My partners are all hardworking team players, but we’re too busy with client work to find good staff, let alone upgrade our tech stack or think outside the box. Our clients love us, but many are long-term clients who take a lot…
Kristen Rampe, CPAAs featured in AccountingToday. The basics of running a CPA firm are indisputable: clients need to be served, billings and collections completed. For most accounting professionals, these activities are top of mind and top of the priority list, like a football team running plays in a game. But what sets outstanding firms — ones that achieve…
Marc Rosenberg, CPAOne of my favorite words is “apocryphal.” An apocryphal statement is one that probably didn’t happen, but it’s so believable that it’s wildly believed to be true. Here’s one of my favorite examples. Clark Clifford was a super-lawyer and a cabinet-level advisor to four presidents in the 20th century. Fortune 500 companies pleaded with him…
To non-sports people, forgive me for telling a sports story I heard on a radio program. Our local basketball team, the Chicago Bulls, have a player named Zach Levine, who has been an all-star and is in the prime of his career. But he missed a month due to injury. Prior to his injury, the Bulls…
Well-intentioned and passionate partners have a lot to say about matters at your CPA firm. Often, these contributions are critical to leadership and strategic direction. Your firm wouldn’t be where it is today without hearing the perspectives from those who lead and run your practice. And, sometimes, your partners get stuck on a less important…
QUESTION FROM A READER: Should the managing partner be a permanent position or rotated among partners? ROSENBERG RESPONSE: Important first question Current and future MPs need to ask themselves if they will commit to being a permanent MP (assuming the other partners are okay with this). There are lots of positives to this. Leaders like…
Matt RampePartner accountability: partners know they need it but often don’t know how to create it. We talked with managing partners around the country to learn what they saw as their biggest challenges in creating more partner accountability: Excuses for everything! Lack of motivation –some people aren’t motivated by rewards and are comfortable where they are…
Our Chicago large-firm roundtable brings in premier MPs from across the country to share their management practices with us. Our most recent visitor was Richard Kopelman, MP of Atlanta-based Aprio, the twenty-fifth largest CPA firm in the U.S., with revenue of $340M, 80 equity partners, 80 non-equity partners, and 1,500 total personnel. One would be…
One of the saddest things about history is how much of it is forgotten as the years move on. About 15 years ago, a survey asked high school students if Germany was an ally or enemy of the US in WW2. Most responded “ally.” How unfortunate. But it proves how major historical events are shuttered…
Our Chicago large firm roundtable has brought in premier MPs from across the country for 15 years to share with us their management practices. Our most recent visitor was Steve Wasserman, MP of Los Angeles-based Gursey Schneider. GS ranks as #96 on Accounting Today’s Top 100 list, with revenue of $51M, 7 equity partners, 9…
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