What Really Makes CPA Firms Profitable?, 3rd Edition
TESTIMONIALS
“We have purchased a number of Rosenberg Associates’s books, and I like them because they are concise, have ready points that can be implemented, and are focused on the task at hand – CPA firm profitability, retreat planning, and succession planning. They are a great resource for the CPA firm owner or manager.”
Chip Helme, Managing Principal, CPA, CGMA
Thompson, Greenspon & Co.
Fairfax, VA
BULK DISCOUNTS
| Subtotal | Discount |
|---|---|
| $625 | 20% off |
| $1,150 | 30% off |
| $1,600 | 40% off |
| $2,850 | 50% off |
Third Edition
We’ve recently updated this book to provide the latest on CPA firm profitability for you.
Based on experiences with more than 1,000 CPA firms across the country, this updated, greatly expanded book summarizes 40 high-impact techniques to maximize profitability. A Bonus: Recent benchmarks from The 2024 Rosenberg Survey, an indispensable reference that firms use to increase their profitability.
The following are included in our newest edition:
- Recent benchmarks from The 2024 Rosenberg Survey.
- Debunking over-reliance on partner income as percent of revenue as a measure of profitability.
- How a firm’s culture affects profitability in a big way.
- How adopting best practices for managing staff has a huge impact on profitability.
- Pricing practices that add more dollars to your bottom line and streamline your client list.
- Increasing profitability with mergers. Why hundreds firms acquire several firms every year.
- How the selection of the firm’s partner compensation system impacts profitability in ways that few realize.
- Expanded list of the 25 all-time best practices for CPA firms.
- What doesn’t increase profitability.
Other topics include:
- The essence of CPA firm profitability
- Accountability and acting like a partner
- CPA firm benchmarking
- Marketing and the bottom line
- Strong management and leadership: The most reliable path to profitability
- Other ways to improve profitability
- 25 best practices that move firms from good to great
- What doesn’t seem to be important to firm profitability
- Partner relations: Happy partners are productive partners
- 40 great ways to improve CPA firm profitability
NEW Toolkit
We are offering a proprietary toolkit that includes a dozen key documents from the book your firm can use. The toolkit comes in a printable PDF to make it easy for you to use immediately. The toolkit is available as a $95 add-on to your book purchase and includes:
High-Impact One-Page PDFs for sharing with your partner group:
- The 10 Biggest Mistakes in Benchmarking
- Sample Letter for Increasing Fees
- Value Positioning: Questions to Ask
- Top 50 Profitability Tactics
- Key Statistics and Ratios: By Geographic Region, Annual Fees, Size of Market, etc.
©2025
Please note our PDF e-books are not printable. Why?
LINK TO DOWNLOAD THE PDF WILL APPEAR IN YOUR CONFIRMATION EMAIL
