Profitability and benchmarking are part of it, but not all of it.
By Marc Rosenberg
CPA Firm Retreats
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?
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