Seven Steps to Success
I have read a lot of John Maxwell’s books over the years and have enjoyed using his motivational quotations. This month I want to share with you …
Conviction
The followiing quotation certainly applies to managing partners. “What convinces is conviction. Believe in the argument you’re advancing. If you …
Peace of Mind
Your clients are not buying tax, accounting and financial services from you, they are buying peace of mind. They probably don’t realize it and maybe you …
Feedback For Managing Partners
I have worked with a lot of CPA firm partners over the years. I always try to observe and enlighten those in leadership positions. I also try to enlighten …
Silence
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …
Four Pillars That Hold Up Your Firm
This month’s post is actually a repost of a blog written by Rita Keller covering some valuable information provided by Allan Koltin in an interview. It …
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 …
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. …
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 …