We have just received 4 more of Marc's books, including CPA firm practice development and management and governance, and are excited to begin putting them to use. His decades of experience in helping CPAs improve their practices is invaluable, and his books are well designed to apply to all these areas.


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CPA Firm Management & Governance

The key to success in any organization resides in its management and leadership.  But effective management is elusive to many CPA firms because the partners are neither trained nor skilled at it. A must-read for partners who want to run their firm like a real business, this monograph provides firms with Best Practices for managing and structuring the leadership group, how decisions get made, voting, how committees function and the role of a partner.

Topics include:

  • The Managing Partner
  • How decisions are made
  • Organization structures for various firm sizes
  • Job descriptions of key management positions
  • How voting works
  • Firm governance styles
  • The role of strategic planning
  • Role/expectations of a partner
  • Partner accountability
  • Partner communications
  • Partner systems
  • Role of committees