The 8 critical ways CPA firm owners must manage clients.
By Bill Reeb and Dominic Cingoranelli
Whether you simply desire to improve your firm’s operations or identify and implement a new long-term strategy, you need to be clear about the role that the owners, partners or shareholders should be playing in your firm.
To be sure, the roles and responsibilities of a CPA firm owner or owners is something that will vary from firm to firm, based on that firm’s needs and circumstances, and you need to adapt any recommendations to fit your firm’s situation.
That said, here is a quick summary of the roles and responsibilities normally expected of someone in an ownership position at a CPA firm:
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