Planning Your Retreat
I facilitate a lot of partner strategic planning retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. …
Are You Doing All The Right Things?
We have just finished another tax season (unless you are in Texas, Oklahoma, or Louisiana). You wonder if you have served your clients well. You try to do your …
Some Good Information From the AICPA About Estates
Be sure you are talking to your clients about estate planning. The following is from the AICPA. AICPA: Five questions to ask to keep the IRS off your estate No …
Managing Partners – Be Bold
During my many years working in public accounting and my many years of consulting with CPAs across the country, I have met all types of accounting firm …
A Productive Strategic Planning Retreat for 2021
In 2020, you may, or may not, have had a strategic planning retreat. I have observed that retreats during 2020 were not as efficient and productive as retreats …
Fast Beats Slow
I have been involved and facilitated CPA firm partner strategic planning retreats for several decades. These important meetings are critical to the future …
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 …