The 17 Rules for Making Partner at a CPA Firm

Checklist: It’s a big job, after all.

By Marc Rosenberg
The Rosenberg Practice Management Library

We’ve all heard the names given to various generations of people over the past century. The Lost Generation. The Greatest (WWII) Generation. The Silent Generation. Baby Boomers. Gen X. Millennials. Gen Z. Though I don’t know of any studies on this, I’m quite sure that every generation of CPA firm ownership has complained – bitterly – about the younger generation.

MORE: Who Shouldn’t Be a Partner? | Nine Reasons People Are Promoted to Partner | How to Make Partner?
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Baby Boomers and Gen Xers love to complain that today’s staff don’t want to be partners. They cite this as a major reason why it’s so difficult to bring in new partners.