Rosenberg Associates Blog
The CPA profession has witnessed profound transformations in firm management. This blog aims to shed light on the sea of changes in partner income allocation methods, showcasing how these changes have influenced the overall dynamics of CPA firms. We will reflect on the changes over the past 20 years and, more importantly, delve into the…
QUESTION (from an MP): We are a 7-partner firm. Several years ago when our Firm Administrator retired, one of our partners took on the role in addition to his existing client duties. We are now reconsidering this situation and are wondering if it would be best to have a non-partner in that role. What would…
This month, we repeated a survey of 52 CPA firms to better understand the effects COVID is taking on the industry. The vast majority of respondents were repeat participants from our June COVID survey of 61 firms. Read our previous blog post here. Most firms surveyed were in the $7-15M revenue range. Forty-seven of…
It may seem intuitive to use ownership percentage to decide important financial and governance issues, here are three common reasons why: 1. Many clients use ownership percentages to drive important matters. CPA firms reason: “If our clients do it, why shouldn’t we?” 2. Related to #1, many CPA firm clients are companies who derive a…
If you want your firm to be a firm of the future, these are seven more things your firm should be brainstorming at your upcoming partner retreats. Visit the previous post on this topic, What Smaller Firms Need to Do to Become Firms of the Future – Part 1 of 2, to see the other…
Over the last two weeks, you’ve undoubtedly received a message from the CEO of nearly every company you’ve ever done business with. From the airlines to the apps you use, from Jimmy John’s to Best Buy, business leaders are stepping up to reassure and share their plans to protect and continue on as much as possible in the face of the coronavirus pandemic.
You may have heard of CPA coaching, but if you haven’t used it you might be wondering – why should my firm hire a coach?
Here are three valuable use cases for coaching inside an accounting firm:
1. Higher Engagement and Performance
After eight years serving CPA and professional service firms, Kristen Rampe Consulting is adding a new partner and changing its name to Rampe Consulting effective immediately.
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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