Archive
Management and Leadership in a CPA Firm – Part 3
Posted: April 8, 2015 at 2:54 pm
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 2
Posted: April 8, 2015 at 2:53 pm
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 1
Posted: April 8, 2015 at 2:51 pm
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...
The Job of the Managing Partner – Part 3
Posted: April 8, 2015 at 2:50 pm
The Job of the Managing Partner - Part 3
245.95 KBAs you may remember from my first and second columns on the Job of the Managing Partner – we covered: Managing Partner (MP) definition, considerations and Roles and Responsibilities Roles and Responsibilities...
The Job of the Managing Partner – Part 2
Posted: April 8, 2015 at 2:49 pm
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...
The Job of the Managing Partner – Part 1
Posted: April 8, 2015 at 2:48 pm
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...
SI Partnering Brochure
Posted: December 18, 2014 at 9:59 pm
SI Partnering Brochure
2.12 MBAccountability is something everyone talks about implementing, but few organizations do well. In the 2011 PCPS top issues for CPA firms, for firms with 11 to 20 professionals, partner accountability/unity...
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.