Managing Partner – Do You Have a Position Description?
During my many years in the role of managing partner of a growing, progressive CPA firm, I had many variations relating to my position description. As part of …
Two Firms Form HCJ CPAs
I am very proud and honored to have been involved in the following. It was especially nice that I could serve both sides in the merger. Here’s the press …
Income Per Partner
Income per Equity Partner (IPP) is one of the top measurements of overall firm profitability. The Rosenberg Survey analyzed the IPP over the past ten years. …
Managing Partners – Try This Exercise to Help You Improve
The role of managing partner in a CPA firm is a mentoring role. Managing partners are certainly a role model for the younger staff but they must also be a …
Serve The People
I recently read the following quote from Tom Peters: “An organization, no matter how technologically transformed, is at the end of the day no more/no …
Leaders Adverse To Change
Baby Boomers are still definitely in the CPA workforce. They were born between 1946 and 1964 and they are currently between 56-74 years old. It is nine years …
SPECIAL WEBINAR – VALUATION IS DRIVEN BY TERMS OF CPA MERGERS & OTHER KEYS TO SUCCESS
If you are considering a merger, join me for an informative webinar via CPA Leadership Institute. Valuation is Driven By Terms of CPA Mergers and Other Keys to …
Partner Goal Setting – A Sample
After the July 15th due date, I am hoping you will have time to focus on some important internal management issues that have been ignored in recent months. One …
Sole Proprietors and Retreats
You are a sole-proprietor with a successful accounting practice. Should you have a planning retreat? Absolutely! Just because you don’t have a multi-partner …
Build On Your Strengths
You have worked hard for many years. You became an owner (a partner) in your accounting firm. Along the way you have received lots of feedback pertaining to …