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

Available in Paperback or Downloadable PDF


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CPA Firm Staff: Managing Your #1 Asset

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.

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PDF $155 | Book $195
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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.

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PDF $155 | Book $195
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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.

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PDF $155 | Book $195

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CPA Firm Mergers: Your Complete Guide

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.

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PDF $155 | Book $195
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How CPA Firms Work: The Business of Public Accounting

A primer that explains how CPA firms work as a business, this monograph is an invaluable resource for new staff hires. 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.

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PDF $135 | Book $165
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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; how decisions get made; voting; the role of a partner and how the organization changes as the firm grows.

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PDF $135 | Book $165

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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.

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PDF $135 | Book $165
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What Really Makes CPA Firms Profitable?

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.

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PDF $135 | Book $165
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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.

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PDF $135 | Book $165

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How to Bring in New Partners

Developing staff into leaders; criteria for admitting a new partner; structuring the buy-in; how ownership percentage is decided; how voting works.

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PDF $135 | Book $165
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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.

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PDF $135 | Book $165
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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.

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PDF $135 | Book $165

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Effective Partner Relations and Communication

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.

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PDF $135 | Book $165