Managing Partner Bundle


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.

Charlie Jones, Co-Founder
Marshall Jones & Co
Atlanta, GA


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

The biggest factor in achieving organizational success is strong management and leadership. In CPA firms, this is the role of the Managing Partner.

How are the best MPs across the country impacting their firms and how can you be a difference-maker? How do you run your firm like a real business using best practices for managing and structuring the leadership group, how decisions get made, voting, how committees function and the role of a partner? Do you have a partner agreement you’re proud to give new partners?

We’ve assembled three of our best-selling books that specifically target issues you face as a managing partner in one tailored NEW bundle.

And – if you order the Managing Partner Bundle, Print + PDF Combo which includes the toolkit, you’ll get 30% off! 

Managing Partner Bundle includes:

  • The Role of the Managing Partner: The Definitive Guide to CPA Firm Leadership
  • CPA Firm Partner Agreement Essentials
  • CPA Firm Management & Governance

Toolkit Included

We offer proprietary toolkits for some of our newest books which include key resources your firm can use to more easily implement practice management techniques at your firm. In this bundle, we also automatically include the Managing Partner Toolkit (a $90 value) which includes 15 key documents your firm can use to more easily implement Managing Partner best practices at your firm.

The toolkit offers:

High-Impact One-Page PDFs for sharing with your partner group

  • Management Philosophy of CPA Firms
  • Management vs Administration
  • Corporate vs Partnership Styles of CPA Firm Management

Editable Resources – Word documents to save you time typing up these useful pages

  • Managing Partner Job Description
  • Partner Self-Evaluation Form
  • Partner Peer Evaluation Form

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

Bulk Discount Applied in Cart!