Rosenberg Associates Blog
Marc Rosenberg, CPAMPs have been asking us with a high degree of frequency what CPA firms are doing for staff salary increases and bonuses. So, I polled a group of 27 firms that are members of a national, virtual roundtable that I co-manage with my consulting colleague, Art Kuesel. Twenty of the firms have annual revenue of…
Ask yourself these questions but don’t stop there. It’s likely that for several of the areas below, your firm falls short of getting an “A.” The easy part is identifying what you need to work on. The hard – though not impossible – part is execution. Don’t just read these questions – TAKE ACTION! Do…
Kristen Rampe, CPABusy season is just around the corner. Are you ready? Is your team ready? You might feel your team “should know” your expectations, but that’s not always the case. A client of ours once assumed a 5-year staff they hired from a Top 10 regional firm would know tax professionals work on Saturdays from February…
“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. …
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…
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…
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…
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…
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…
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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