Posts Tagged ‘How-CPA-Firms-Work’
Highlights of Managing Partner Panel – Part Two
Recently, the Virtual Roundtable Group (VRT), a managing partner group founded by Art Kuesel and Marc Rosenberg, convened an in-person meeting in Austin, TX, to exchange ideas about CPA firm best practices. Kristen Rampe of Rosenberg Associates expertly led the group discussions. The firms ranged in size from $10M to $30M and were located from…
Read MoreHighlights of Managing Partner Panel – Part One
Recently, the Virtual Roundtable Group (VRT), a managing partner group founded by Art Kuesel and Marc Rosenberg, convened an in-person meeting in Austin, TX, to exchange ideas about CPA firm best practices. Kristen Rampe of Rosenberg Associates expertly led the group discussions. The firms ranged in size from $10M to $30M and were located from…
Read MoreAnalysis of Jeffrey Weiner’s “The Power of Showing Up”
Jeffrey Weiner joined Marcum in 1981 and has led the firm since 1990 when he was named managing partner. Marcum LLP is a national accounting and advisory firm. Accounting Today puts their annual revenue at $1.2B, making them the thirteenth largest CPA firm in the U.S. They have 39 offices from coast to coast. If…
Read MoreHow to Prioritize When You’re Overloaded
The plight of any professional is a continuous status of “busy”. Even when it’s not busy, or not “busy season”, we’re “busy”. In many professional realms busy is a badge of honor; it means you’re good, people want to work with you, and the revenue stream is strong. Acknowledging that being continuously busy has its…
Read MoreWhat Accounting Majors DON’T Know About A Career as a CPA
I recently spoke to a group of eleven senior accounting majors from leading Illinois universities. My mission was to teach them how CPA firms work and the business of public accounting. I started with that dreaded professor tactic—a pop quiz. Although my expectations were low, the results were nonetheless quite telling. This post is targeted…
Read MoreThe Real-Time Accountant
If you’re a CPA and you are serious about being the firm of the future, you should read Rob Nixon’s Remaining Relevant:The Future of the Accounting Profession. Rob is CEO of Panalitix, an Australian-based firm that uses cloud software to enable accountants to offer real time business advisory services to their clients. He has coached…
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