Rosenberg Associates Blog
Marc Rosenberg, CPATo 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…
Kristen Rampe, CPAWell-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…
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…
This 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…
Get our expertise delivered to your inbox.