I ordered CPA Firm Management and Governance and my MP and I are both reading it. In our opinion it is a “must read” for every partner in a CPA firm! We would love to make it a requirement for all of our partners. I truly do think it is “the best” management book.

Dorothy Gray, COO
GranthamPoole CPAs
Jackson, MS


Subtotal Discount
$415 20% off
$825 30% off
$1,300 40% off
$2,200 50% off

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