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 …
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 …