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 bundle.

Purchase this bundle and get up to 30% off!
Print+PDF Combo + Toolkits $1,405 (save 30% in cart), $983.50
Print only + Toolkits $1,270 (save 20% in cart), $1,016

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, 2nd Edition

Toolkits 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 and CPA Firm Management & Governance book Toolkit (a $220 value) which each include over a dozen key documents your firm can use to more easily implement best practices at your firm.

The Managing Partner 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

The Management & Governance, 2nd Edition Toolkit offers:

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

• 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