Rosenberg Associates Blog

Sign on a desk that says onboarding

Mastering Your Yes-To-Desk (Onboarding) Strategy

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / February 6, 2024

While Justin Bieber had a hit singing about one less lonely girl, this blog will give you insights into being one less lonely firm by bulletproofing your onboarding (yes-to-desk) experience, so that prospective candidates and new employees feel warm and welcome and your administrative burden is eased. First, I want to clarify the difference between…

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Jeffrey Weiner headshot

Analysis of Jeffrey Weiner’s “The Power of Showing Up”

Avatar photoMarc Rosenberg, CPA / June 6, 2023

Jeffrey Weiner joined Marcum in 1981 and has led the firm since 1990 when he was named managing partner. Marcum LLP is a national accounting and advisory firm. Accounting Today puts their annual revenue at $1.2B, making them the thirteenth largest CPA firm in the U.S. They have 39 offices from coast to coast. If…

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Marc Rosenberg and Kristen Rampe.

New Partner Development: 8 Best Practices

Avatar photoMarc Rosenberg, CPA / March 23, 2021

I’ve had a great career as a management consultant to CPA firms (it’s not over yet!). I love what I do. I’m skilled at it. My expertise is professionally recognized. And oh yeah, the money’s good. But one thing has been lacking – a partner. I have been a “one-man-show” for 20 years. But that…

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CPA Firm Staff Development: Setting Expectations for Your Team

Avatar photoKristen Rampe, 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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Acquiring Business Development Skills Critical to Succession Planning

Avatar photoMarc Rosenberg, CPA / April 24, 2018

CPA firms are in the midst of a succession planning crisis that will continue until the retirement of Baby Boomers joins Y2K and other issues on the ash heap of history.  A paltry 20% of first generation CPA firms make it to the second.  The primary roadblock: ineffective or non-existent succession planning and leadership development….

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CPA Firm Staff Forum: Top Talents Talk

Avatar photoMarc 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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What Accounting Majors DON’T Know About A Career as a CPA

Avatar photoMarc Rosenberg, CPA / February 6, 2017

I recently spoke to a group of eleven senior accounting majors from leading Illinois universities.  My mission was to teach them how CPA firms work and the business of public accounting. I started with that dreaded professor tactic—a pop quiz.  Although my expectations were low, the results were nonetheless quite telling.  This post is targeted…

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