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 …
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 …
Selling New Ideas
The managing partner is faced with many challenges. It is a juggling act, trying to keep a group of partners happy and continually push them out of their …
Using A Management Consultant
Old School: The traditional way a CPA firm finds and uses a management consultant is to ask around and find out the names of consultants that other firms are …