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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The Danger of Book of Business - Part 1
74.82 KBBalancing “Book of Business” is one of the largest stumbling blocks for CPA firms. It is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing. Optimal Book...
The Danger of Book of Business - Part 2
70.90 KBAs I stated in my last column, Balancing “Book of Business” is one of the largest stumbling blocks for CPA firms. It is difficult to resolve because it is symptomatic, for most firms, of some real...
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...
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 4
315.50 KBIn our first three columns focused on the managing partner, we covered: Managing Partner (MP) definition, considerations and Roles and Responsibilities Roles and Responsibilities of the Board of Partners...
The Law Of Unintended Consequences Position Paper
121.94 KBAN ILLUSTRATION OF THE LAW OF UNINTENDED CONSEQUENCES According to an article in Insight on the News, a 48‐year old Englishman, Mike Madden, developed a bird‐feeding hat designed to hold nuts, suet...
The Long-Term Impact of Building An Upside-Down Pyramid – Part 1
184.32 KBThe upside-down pyramid can be a very profitable approach to workload/capacity utilization for small firms (under $1 to $2 million in revenues). However, it will become a significant barrier to success...
The Long-Term Impact of Building An Upside-Down Pyramid – Part 2
157.39 KBIn the first article in this series, we introduced the Upside-Down Pyramid Capacity Model™ and the Hour Glass Capacity Model™. For either of those models to be in place, the firm has had to have...
The Long-Term Impact of Building An Upside-Down Pyramid – Part 3
202.83 KBIn the first article in this series, we introduced the Upside-Down Pyramid Capacity Model™ and the Hour Glass Capacity Model™. Next, we covered the first three steps required to change from those...
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