The Role of the Managing Partner: The Definitive Guide to CPA Firm Leadership

TESTIMONIALS

I really enjoyed participating in Learn Grow Lead and I am so glad I accepted the invitation to join the program. Kristen's insights and real-life examples made the topics incredibly relatable, and the sessions never felt like lectures. I especially appreciated how her discussion points encouraged us to dig deeper into the "why" behind our answers, rather than simply responding with surface-level responses. It was a thought-provoking and meaningful experience, and I truly gained a lot from it. Thanks again for such an impactful program!

Anonymous

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

Want to know how the best MPs across the country are impacting their firms and how you can be a difference-maker and a better MP? Look no further than The Role of the Managing Partner: The Definitive Guide to CPA Firm Leadership. The only CPA-firm-specific resource with blueprints for Managing Partner success on topics including partner accountability, profitability, working on the business (and staying out of the weeds), and evaluating the MP.

The book’s 20 chapters include:

  • How the MP Manages Partners
  • How a Good MP Impacts Profitability
  • The MPs Role in Managing Staff
  • How MPs Enforce the Partner Agreement
  • Essential Organizational Skills for MPs

Toolkit

We are now offering a proprietary toolkit that includes 15 key documents your firm can use to implement Managing Partner best practices at your firm more easily. The toolkit is available as a $110 add-on to your book purchase and 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

To order, choose a Toolkit option when adding to your cart.

 

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