Books & Toolkits
This series taps into proprietary CPA firm consulting methods and knowledge amassed over 25+ years. The books are loaded with actionable solutions:
- How-to guides
- Concise, practical, easy to read
- Full of handouts, checklists, templates
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Rosenberg Books: The Complete Collection
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BULK DISCOUNTS
| Subtotal | Discount |
|---|---|
| $625 | 20% off |
| $1150 | 30% off |
| $1,600 | 40% off |
| $2,850 | 50% off |
CPA Firm Growth: Keys to Practice Development
This book teaches growth-minded firms time-honored practice development tactics that still work while providing bold new ideas: how to spend marketing dollars wisely, how to outgrow the competition and take the firm to the next level.
Print Edition $305 | PDF $305
CPA Firm Management & Governance
Best practices for managing and structuring the leadership group; descriptions of both partnership and corporate styles; role of the managing partner and firm administrator; decision making; voting; the role of a partner and how the organization changes as the firm grows.
Print Edition $305 | PDF $305
CPA Firm Mergers: Your Complete Guide, Second Edition
New Second Edition! The merger market is in frenzy, yet few firms have experience with mergers. Our step-by-step guide provides the keys to implementing successful mergers: assessing cultural fit, critical negotiating terms, pricing strategies, due diligence and legal issues.
Print Edition $305 | PDF $305
Toolkit Add-On $95
CPA Firm Partner Agreement Essentials
Every firm needs to ask: Is our partner agreement current? Does it protect the firm? Do we even have one? This book covers every major section of a properly written agreement: partner buyout, new partner buy-in, ownership percentage, voting, non-solicitation covenants, partner duties, mandatory retirement and non-equity partners.
Print Edition $305 | PDF $305
CPA Firm Partner Compensation: The Art and Science
No one partner compensation system applies to all firms. Both subjective judgment and quantifiable methods and tactics must be employed to result in an outcome that satisfies the partners and is perceived as fair. Tailor your partner comp system specifically for your firm: here’s how.
Print Edition $305 | PDF $305
CPA Firm Partner Retirement / Buyout Plans
The guide to creating a well-written, competitive buyout agreement: the industry’s first-ever detailed reference source – an invaluable tool for firms drafting an initial plan or revising and updating an existing agreement.
CPA Firm Retreats: The Do-It-Yourself Guide
Many firms hire outside facilitators for their retreats. But the majority. especially those under $15M, facilitate their own. In both cases, this all-new edition serves as a complete resource guide to convening a partner retreat that leads to action.
Print Edition $305 | PDF $305
CPA Firm Staff: Managing Your #1 Asset, Second Edition
New Second Edition! In an era of tight labor supply and high turnover, the old ways of managing staff no longer work. Today’s firms need to address retention, staff engagement, recruiting, training, mentoring, recognition, leadership development, advancement, performance feedback and work-life balance; here’s your complete guide.
Print Edition $305 | PDF $305
Toolkit Add-On $95
CPA Firm Succession Planning: A Perfect Storm
Step by step approach; challenges for older and younger partners; overarching initial decisions; leadership development and bringing in new partners; managing partner and client transitions; how firm governance must change as the firm grows; mergers as an exit strategy.
Print Edition $245 | PDF $245
Effective Partner Relations and Communications
Causes of difficulties between partners; the importance of communication; how partners should communicate; conflict resolution; groundwork for effective partner relationships; partner meetings; how to be a good partner.
Print Edition $245 | PDF $245
How CPA Firms Work: The Business of Public Accounting
An invaluable resource for new hires that explains how CPA firms work as a business. Use it as part of new employee orientation and onboarding programs to give new employees a solid foundation in the workings of a typical firm.
Print Edition $305 | PDF $305
How to Bring in New Partners: A Guide for Firms and Future Partners
As partners approach retirement age, they naturally focus on who can take their place and eventually write their retirement checks. Prospective new partners often have a lot of questions about what becoming a partner entails. Many firms either aren’t sure how to bring in new partners or have outdated approaches for doing so.
Print Edition $305 | PDF $305
Toolkit Add-On $95
How to Operate a Compensation Committee
Compensation Committees are THE most effective system used by multi-partner firms to allocate partner income. How they work; best practices; structuring compensation; open vs. closed and the roles of goal setting, performance criteria, strategic planning and core values.
Print Edition $280 | PDF $280
Strategic Planning and Goal Setting for Results
A guide to CPA firm strategic planning and partner goal setting; creating the strategic plan; vision vs. mission statement; best practices for goal setting; keys to implementation; strategic planning pitfalls.
Print Edition $245 | PDF $245
What Really Makes CPA Firms Profitable?, Second Edition
New Second Edition! Several dozen high-impact techniques for maximizing profitability; 25 best practices for moving firms from good to great; what is NOT important to profitability; BONUS: current CPA industry benchmarks from The Rosenberg MAP Survey.
Print Edition $305 | PDF $305
Toolkit Add-On $95
The Role of the Managing Partner: The Definitive Guide to CPA Firm Leadership
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 Marc Rosenberg’s latest…
Print Edition $305 | PDF $305
Toolkit Add-On $95
Managing Partner Bundle
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…
Print Edition + Toolkits $1,010 (+ 20% Bulk Discount)
The Rosenberg Survey
The Most Authoritative Survey in the Industry Well-known and well-respected within the national CPA profession, the annual Rosenberg MAP Survey has a long-standing reputation for accuracy, thoroughness and high participation rate. Accounting Today calls it “the industry’s barometer for CPA firm practice management.” “The quality of information is excellent. I’ve used this survey for years…
Rosenberg Books: The Complete Collection
Grow and optimize your practice with over 25 years of proprietary CPA firm consulting methods and knowledge, in every CPA firm topic you can imagine, right at your fingertips!
The Complete Collection of Rosenberg Books is loaded with practical, easy-to-read, actionable solutions to launch your firm to the next level of success. Enjoy expert content...
Print + PDF Combo + Toolkits (save 50% in cart) $5965
Print + Toolkits (save 50% in cart) $5245
