The 15 Rules for Partner Teamwork

No lone rangers, no prima donnas.

How healthy is your firm’s partnership? CPA Trendlines contributor Marc Rosenberg, CPA, has been asking that question for 20 years at more than 700 firms by now. He has a few ideas. In fact, he has a checklist of 15 items by which to measure the strength and sustainability of any accounting practice. How well does yours measure up?

The Tried-and-True Rules for Successful Partner Teamwork

1. Partners agree on a common vision, goals and a set of firm practices, which are followed by all partners, even if each partner doesn’t agree 100%.

2. Key firm personnel are viewed as team players, particularly in servicing clients.  Clients are viewed as clients of the firm, not the individual.

3. People rarely go on sales calls alone.