Enhancing Smooth Waters
Within most CPA partner groups, there are usually a few, troubling issues. In some firms, there is definitely more than a few. I have heard about these issues …
CPA Partners Have Many Roles
You are a CPA and a partner in a public accounting firm. In your mind, you have one important duty, to serve clients efficiently, effectively, and profitably. …
It Rarely Happens
As the year comes to a close, it is a good time to think about things that you wish had happened during 2022 but didn’t. Make them happen in 2023. …
You Have a New Managing Partner – Just What Exactly is the Job?
When I became Managing Partner, it was an exciting time but I took on the position with little or no training or coaching. Who teaches you to be an effective …
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 …
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 …
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 …
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 …
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 …
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 …