The Raging War Over Mandatory Retirement

The Raging War Over Mandatory Retirement

Few topics today are more fiercely debated at local CPA firms than mandatory retirement. Here are the two camps: What’s-best-for-the-firm:  First and foremost, we need to think long term to perpetuate the firm. We need an orderly transition of clients … Continued

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Amazing Partner Retreats

Amazing Partner Retreats

I once facilitated a partner retreat of a 15 partner firm.  Actually I co-facilitated it with the firm’s MP, a very dominant guy. He started off the retreat by citing the results of the last 10 year’s retreats, identifying dozens … Continued

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IT Efficiency Tips for CPA Firms

IT Efficiency Tips for CPA Firms

Recently, a panel of Chicago area IT experts addressed my small firm roundtable group.  We were privileged to have with us Terry Beyersdorfer, Director of IT at ORBA, a $20M firm and Matt Schoenfeld, who manages the IT strategy and … Continued

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