Identifying the Right New Partner in a 26-Point Checklist

Responsibilities, abilities, and deliverables.

Bringing in a new partners is part art and part science. Marc Rosenberg, after studying thousands of CPA firms, has a few suggestions on the science, with a series of checklists covering intangible, financial, legal, practice development, production, client management, technical, administration, and supervision-related benchmarks.

Posted on September 28, 2013

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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