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Firm Models of Operation

Introduction to Eat What You Kill & Building a Village Models of Operations
Moving from Eat What You Kill (EWYK) to Building a Village (BAV) Model

Firm Models of Operation

Introduction to Eat What You Kill & Building a Village Models of Operations
Moving from Eat What You Kill (EWYK) to Building a Village (BAV) Model

Partner Compensation

How to Build a Partner Compensation System that Supports Accountability
Implementing the Partner Goal Process: Step-by-Step Instructions
Advanced Compensation Case Study (Moving from Eat What You Kill to Building a Village)

Practice Management

Mergers, Acquisitions, Purchases and Sales of Practices: A Current Overview
Pulling It All Together with a Partner-Shareholder Agreement

Building a Better, Faster, and Stronger Bench Series

Building a Better, Faster, and Stronger Bench 1: Competencies, Expectations and Accountability
Building a Better, Faster, and Stronger Bench 2: Developmental Managers, Direct Reports and Organizational Structure
Building a Better, Faster, and Stronger Bench 3: Creating Goals and Action Plans for Staff
Building a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System

Management and Leadership Series

Becoming a More Effective 21st Century Leader
Addressing Partner Conflict and Communication Issues
Getting Real Traction for Your Leadership Development Investment
Common CPA Firm Management Mistakes

Practice Management Series - Small to Medium Firma

Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions
Practice Improvement Ideas-Practical Steps You Can Take Today
Finding Time to Manage Your Firm
Managing Your Staff
Managing for Accountability
Managing Your Workload
Managing Your Firm by the Numbers
Managing Client Satisfaction
Managing Your Business Development Efforts

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