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 …
Big Dreams
If you are working in your accounting firm you probably have some sort of big dream. It might be several dreams that lead to the big dream. The partner group …
FOCUS
Accounting firms can be crazy places, especially during the months of January through April 15. As a partner, you find yourself in a constant state of …
Eliminate the Mystery in Partner Retirement
So many managing partners readily confess that they have no documentation about how or when a partner should retire. Others tell me that they have two or three …
There Is More To Planning Than Planning
In the accounting profession, partners in public firms spend a lot of time deciding when and where to have their annual planning retreat. Then they begin to …
Partner Performance
Over the last couple of decades, the role of a partner in a CPA firm has evolved from simply maintaining a significant book of business to a much broader …