CPA Firm Management & Governance


Our 3-partner firm recently purchased 7 Rosenberg books including partner compensation, partner agreements, succession planning and management/firm governance.   The books are a superlative blend of Marc’s years of consulting to medium and small CPA firms and the know-how that goes along with it. We are finding these books to be an excellent resource for ideas and a roadmap to guide the tough conversations that partners need to have regarding these key issues.

Brian Bray, MP
Benton Bray, PLLC
Bellevue, WA


Subtotal Discount
$500 20% off
$975 30% off
$1,400 40% off
$2,500 50% off

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 book 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



Please note our PDF e-books are not printable. Why?