This is Job 1 for the practice owner.
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.
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To be sure, the roles and responsibilities of a CPA firm owner or owners 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.