CPA Firm Management & Governance, 2nd Edition

Second Edition

We’ve recently updated this book to provide the latest on CPA firm management and governance for you. 

The key to success in any organization is effective management and leadership. But these are elusive to many CPA firm partners because they’re rarely trained in them. As firms grow, decision-making processes must mature, and management procedures need updating. This is your step-by-step guide.

A must-read for partners who want to run their firm like a real business, this book examines the role of CPA firm management and the authorities of leadership, plus detailed job descriptions.

The following have been ADDED to our newest edition:

• Governance model for well-managed firms
• What is expected of all firm partners
• Mergers
• Structuring the addition of a new partner
• Managing staff
  …and more!

Other topics include:

• The Managing Partner
• Organization structures for various firm sizes
• Job descriptions of key management positions
• How voting works
• Firm governance styles
• Role/expectations and accountability of a partner

Toolkit

We are offering a proprietary toolkit that includes over a dozen key documents from the book your firm can use. The toolkit comes in a printable Word document for you to use immediately. The toolkit is available as a $95 add-on to your book purchase and includes:

High-Impact Resources for sharing with your partner group:

• Breakdown of leadership vs. management vs. administration
• Job descriptions for Executive Committee members, COOs and Firm Administrators
• Best practices for a CPA firm partner agreement
• 10 ways firms can achieve partner accountability
  …and more!

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