CPA Practice Management
You may view our CPA Practice Management Knowledge Center articles below or drill down by the following sub-categories:
- Accountability
- Billing
- Change Management and Strategy
- Partner Compensation
- General Management
- Strategy
- Role of the Managing Partner
- Role of the Partner
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Partner Roles And Responsibilities Part 3
124.90 KBMore on Partner Roles and Responsibilities As promised, this column is a continuation of my last column on partner roles and responsibilities. In this column, I am going to expand my discussion on the...
Partner Roles And Responsibilities Part 4
125.05 KBI told you in my last column that partner rainmaking skills are not as important as most firms think. Here is why: For most firms, new business comes through referral. Therefore, the bigger a partner’s...
Partner Shareholder Agreements Part 1 Of 3
105.02 KBMost of the time when we are called in to work with firms, it is to help them plan for or implement significant change. The dialogue may start out with a general firm retreat, or it might simply be a session...
Partner Shareholder Agreements Part 2 Of 3
110.08 KBIn part two of this topic, as we committed previously, we are going to start out with a list of common policies that we cover with our firms, as well as some common issues that are important to address...
Partner Shareholder Agreements Part 3 Of 3
96.57 KBIn part three on this topic, we are going to pick up on the departure/termination policies. While we listed these in the second column, I am including them here for your ease of review. Those policies...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 2
0.00 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 3
226.10 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 4
279.48 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 5
272.70 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 6
368.30 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
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.