Newsletters

PCPS Succession Institute 2016 Succession Survey Results Part 1 - Solo Practitioners & Sole Proprietors

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This 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...

Developing People Faster Takes a Different Approach

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Reversing the Upside-Down Pyramid During the last few decades, public accounting firms have dramatically expanded the scope of services they offer.  Many of these services have been in specialty areas,...

The Long-Term Impact of Building An Upside-Down Pyramid – Part 3

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In 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...

The Long-Term Impact of Building An Upside-Down Pyramid – Part 2

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In 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 1

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The 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...

Partner Compensation – Common Points of Confusion – Part 4

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Previously we reviewed the goal setting process, including which person or group should orchestrate which parts of it. Now we will conclude the discussion by walking through the financial side of assessing...

Partner Compensation – Common Points of Confusion – Part 3

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(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...

Partner Compensation – Common Points of Confusion – Part 2

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(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 1

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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...

The Danger of Book of Business - Part 2

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As 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...

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For years, Bill was editor and columnist for a number of CPA State Societies’ Public Practice e-newsletters.  His column was called “In the Bill-iverse” where he shared his opinion on a variety of subjects, covering management, leadership, marketing, technology, governance, operations and more. Because of Succession Institute’s institutional knowledge about the innerworkings of CPA firms, these columns provide fairly timeless tips on how to approach and address a variety of common CPA firm problems and/or opportunities.  As well, Tommye, Bill and Dom will occasionally add to the Succession Institute archive with new articles and columns.