Rosenberg Associates Blog
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…
Marc Rosenberg, CPAOur 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…
Question From a $12M Firm: We are setting out our strategy for the next several years and discussing the pros and cons of having a full-time managing partner and a full-time COO versus what we do today, which is to have these positions handled part-time by partners who work a day job serving clients. Part…
Guest AuthorWritten by guest author, Art Kuesel of Kuesel Consulting Over the past few weeks, I have been working on some thoughts that I wanted to share with you. They have finally been penned with a clear mind mostly free of distractions. Like many of you, I am inspired by the amazing clients I have the…
Kristen Rampe, CPAThis blog topic is one of the edgier ones: Perhaps it’s because deciding what is unreasonable depends upon one’s point of view. For example, some CPA firms provide wealth management services while others do not because they feel it is unethical or a conflict of interest. Perhaps it’s because it’s human nature to favor a…
During research for our book The Role of the Managing Partner, we interviewed a group of managing partners who are part of the millennial generation. While they are relatively new to the MP role, they offer unique insights because of their fresh perspective on managing an accounting practice. Some millennial MPs inherited the business of…
For MPs to be effective, they must have the authority and flexibility to make decisions without first getting approval and without subjecting those decisions to the nitpicking and negativity that may occur when management decisions are open for debate and discussion. There are two caveats to this: Most firms reserve a few major decisions for…
In August, we held a live Managing Partner Q&A event. One MP asked, “As a new managing partner, what would be the first thing that I should focus on or do that might make the transition easier.” The transition period into any new role is imperative in setting the course for your tenure, in your…
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