General Management
General Management sub-category of our CPA Practice Management Knowledge Center
Management and Leadership in a CPA Firm - Part 1
131.94 KBLet’s start out with a straightforward question. What is the difference between management and leadership? From one point of view, leadership is far different than management. For example, leadership...
Management and Leadership in a CPA Firm - Part 2
202.94 KBThis column picks up where I left off in my last column, covering how attitudes, misconceptions and bad habits get in the way of our learning to be better managers. Here is a recap of some of these attitudes...
Management and Leadership in a CPA Firm - Part 3
147.37 KBThis third column picks up where we left off after the last two. An excerpt from the final page of column two was: Developing others is a real talent and one that can be exceptionally rewarding to both...
Management and Leadership in a CPA Firm - Part 4
245.87 KBOur fourth column picks up with our discussion about how to become a more effective people manager and developer. In our first three columns on this topic, we have covered 1) various styles of leadership/managers,...
Management and Leadership in a CPA Firm - Part 5
226.51 KBIn our last column, we talked about some high level competency areas we focus on when evaluating people within a firm and we introduced the “relative importance” concept as a way to differentiate expectations...
Management and Leadership in a CPA Firm - Part 6
168.88 KBIn our last column, we took a pretty deep dive into what you might include in a competency model for your firm. Now it is time to talk a little about how you use something like this to develop your people....
Reward Your High Impact People Position Paper
116.45 KBAmerica is the land of equality. All people are created equal. But at work, some are more equal than others. If you treat them all the same, you’re making a big mistake. If your situation is similar...
Team Building And Interpersonal Conflict Position Paper
97.28 KBDoes your team seem to be mired in “personality conflicts?” While different styles and perspectives may create some group tension, it’s not always about “personalities.” In fact, most conflicts...
The Job of the Managing Partner - Part 1
229.34 KBManaging Partner Considerations The purpose of this column series is to review some best practices as to how the managing partner is elected, what is expected, for what term, and how he/she is protected...
The Job of the Managing Partner - Part 2
223.35 KBFirst of all, we at Succession Institute hope you had a wonderfully prosperous and marginally stressful tax season! Now that you have a few moments to step back from an overwhelming amount of work, we...
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