25 Ways to Turn Good Firms into Great Firms

Profitability and benchmarking are part of it, but not all of it.

The 25 best practices below have been extracted from Rosenberg’s work with great firms over a 20-year period. Few firms do them all, but the elite firms do most of them.

MORE ON RETREATS: Partner Buyout 101 | 27 Tough Questions Every Firm Needs to Address | 10 Benchmarking Missteps | 18 Essential Management Questions to Cover at a Retreat | Thinking of Merging? Discuss It At a Retreat | Retreat Logistics: How Long, What Kind? | Why Do CPA Firms Conduct Retreats?

What grade would you give your firm on each of these?

Posted on April 4, 2016

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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