CPA Practice Management

Metrics-Their Value is in Creating More Questions - Part 3

0.00 KB
In our two previous columns, we have discussed Realization, Leverage, Net Income per Partner, Business Generated and Capacity Budgeting™.  We will pick up this column working through a tool we use to...

Mini-Plan Documents

114.29 KB
"Mini Business Plan Questionnaire" mentioned in Nov 25 2019 Leadership I Webcast - same password as webcast. ...

Moving From Eat What You Kill & Building a Village Models of Operations

679.04 KB
...

Moving From The Success To Continuation Modes Of Operation Part 1

226.85 KB
Now that we have introduced the 4 modes of operation (survival, safety net, succession and continuation) and then reviewed a case study regarding the same in my last column, I wanted to share a recent...

Moving From The Success To Continuation Modes Of Operation Part 2

233.63 KB
In the previous two columns, we introduced the four modes of operation (Survival, Safety Net, Succession and Continuation) and reviewed a case study regarding these modes of operation. In this column,...

Overcoming Barriers To Change Position Paper

101.14 KB
Recently, the chair of a nonprofit board told me that he was looking forward to a planning session that would result in real change at his organization—not just some “feel‐good” activities. Strategic...

Part 1: Strategy and Change Management Slide Handout

691.19 KB
LEADERSHIP IN OUR CHANGING TIMES Part One: Strategy and Change Management Slide Handout This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/1-strategy-change-management/ <Handout...

Partner Compensation - Common Points of Confusion - Part 1

81.86 KB
In the past, we wrote a 6-part series on Partner Compensation, that started out discussing the following: The Eat What You Kill (EWYK) model of operations and how that impacts Partner Compensation The...

Partner Compensation – Common Points of Confusion – Part 2

205.50 KB
(This column is excerpted from Bill Reeb’s and Dom Cingoranelli’s AICPA published books Securing the Future, Building Your Firm’s Succession and Securing the Future; Implementing Your Firm’s Succession...

Partner Compensation – Common Points of Confusion – Part 3

164.64 KB
(This column is partially excerpted and augmented from Bill Reeb’s and Dom Cingoranelli’s AICPA published books Securing the Future, Building Your Firm’s Succession and Securing the Future; Implementing...