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 …
A Managing Partner Dilemma
As the firm leader, you have many very important responsibilities. Sometimes you do what is easiest and sometimes you do what you like the best. For example, …
I Led 3 Lives
I have occasionally heard the phrase, “I Led Three Lives.” I never realized where it originated so I Googled it. It was a TV series that aired during the …
Do You Love the Work or Are You Doing It for the Money?
Throughout my managing partner career, I read a lot of books and articles by David Maister. I also heard him speak many times over the years. His comments, …
If You Want Your Firm to be Better – You Must Be Better
As Jim Rohn once said, “We generally change ourselves for one of two reasons: inspiration or desperation.” As I work with CPA firms around the country, I …
What You Should Do If You Are A Partner
Many young accountants working in public accounting have a strong desire to work their way up the ladder and become a partner someday. There are a few problems …
Admitting New Partners
I recently read an article via Accounting Today titled, “Make your firm great again: Raise the bar for new partner admissions” by Dom Esposito. I agree …
What Happens When Things Go Well?
Something at the firm is not going very well. It could be one or more of numerous processes you follow. It could be non-stellar results in hiring the best …
CPA Firm Partner Laments
Inside many multi-partner CPA firms, there are usually some troubling issues. I have heard about these issues first-hand, as I network with partners from …