Our CPA Firm Practice Management Series taps into proprietary consulting methods
and knowledge amassed over 20+ years. The books are loaded with actionable solutions:
• How-to guides • Concise, practical, easy to read • Full of handouts, checklists, templates
Available in Paperback, Downloadable PDF or Combo
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This book teaches growth-minded firms time-honored practice development tactics that still work while provding bold new ideas: how to spend marketing dollars wisely, how to outgrow the competition and take the firm to the next level.
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.
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.
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.
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.
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.
Updated for 2018, 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.
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.
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.
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.
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.
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.
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.