Blog

COVID, Adversity and Innovation

Marc Rosenberg, CPA / May 26, 2020

“Sometimes adversity is what you need to face in order to become successful.”  – Zig Ziglar Our country has a long way to go before we fully adapt to a COVID-19 world and navigate compounding national issues.  But CPA firms are resilient and have made major strides in adapting to a new and challenging environment. …

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Reopening Practices

Marc Rosenberg, CPA / May 25, 2020

As CPA firms wrestle with how they may change forever, and what they can’t wait to bring back, there are a wide variety of practices being considered. Here are three ideas we’re seeing that highlight differences in reopening strategies within the accounting industry. 1. “How can we get more, or exclusively, remote-only clients?” More than…

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Five Tips to Better Manage Your Remote Staff

Marc Rosenberg, CPA / March 11, 2020

With COVID-19 spreading, many firms are allowing or requiring more remote work than they may have in the past. Whether it’s a move to protect the health of your community or a longer-term strategy for recruiting, retention and profitability, here are five key practices that can help you manage remote workers. Remote work options are…

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CPA Firm Staff Development: Setting Expectations for Your Team

Marc Rosenberg, CPA / February 3, 2020

Wouldn’t it be great if everyone you manage knew what you wanted them to do and executed it well with minimal instruction? I think so, too. And every once in a while, I’ve run across a direct report who could.  But let’s be real, probably fewer than 10% of the people we work with come…

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When It Comes to Performance Reviews, Ditch the Labels

Marc Rosenberg, CPAMarc Rosenberg, CPA / January 5, 2020

Say it’s performance review time and you nonchalantly slip in that one of your team members, let’s call her Madison, “needs to be more professional.” In your mind, you know exactly what this means. It’s helpful and straight-forward feedback. Twenty years from now when Madison is managing partner and she is receiving a prestigious accounting…

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Developing a Truly Progressive Next Gen Culture – Part II

Marc Rosenberg, CPA / February 26, 2019

Our Chicago roundtable, consisting of the most prestigious and largest local CPA firms in the Windy City, recently convened a conference that brought the house down.  Our goal was (a) to address the #1 challenge to CPA firms today – managing all staff issues from recruiting to retention to developing NextGen leaders and (b) to…

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Developing a Truly Progressive Next Gen Culture

Marc Rosenberg, CPA / January 14, 2019

Our Chicago roundtable, consisting of the most prestigious and largest local CPA firms in the Windy City, recently convened a conference that brought the house down.  Our goal was (a) to address the #1 challenge to CPA firms today – managing all staff issues from recruiting to retention to developing NextGen leaders and (b) to…

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CPA Firm Staff Forum: Top Talents Talk

Marc Rosenberg, CPA / April 2, 2018

For 10 years Chicago area firms have sent their young staff to our annual Staff Forum where we try to learn how they see their firms, their careers and in general, how they think. This year’s Forum attracted 23 staff; 18 men and 5 women (yes, we need to get more female representation).  The average…

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Thriving at Staff Management When Most CPA Firms Struggle – Part II

Marc Rosenberg, CPA / October 2, 2017

Our Chicago MP Roundtable recently spent a morning with the profession’s #1 expert on all things staff-related, Jennifer Wilson. Jen is perennially listed by Accounting Today as a Top 100 most influential person in the accounting profession and by INSIDE Public Accounting as one of the Top 10 most recommended consultants to CPA Firms. Here are some key takeaways…

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Thriving at Staff Management When Most CPA Firms Struggle

Marc Rosenberg, CPA / September 18, 2017

Our Chicago MP Roundtable recently spent a morning with the profession’s #1 expert on all things staff-related, Jennifer Wilson. Jen is perennially listed by Accounting Today as a Top 100 most influential person in the accounting profession and by INSIDE Public Accounting as one of the Top 10 most recommended consultants to CPA Firms. Here…

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