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 …
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 …
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 …