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 …
Sometimes What Is Obvious Is Ignored
Tom Peters has been focusing on business management practices for decades. I enjoy reading his books and his articles and even reviewing his presentations …
Are You in Denial About Specific Issues?
I was recently re-reading some of David Maister’s material. In his book, Managing the Professional Service Firm. A story he tells about being sought out …
Partner Compensation Webinar – September 4th
One of the biggest challenges for managing partners, other partners, and firm administrators is to figure out how to design a partner compensation system that …