Four Philosophies for Managing a CPA Firm

Closeup of businesswoman writing on a flipchartBONUSES: Org charts for small, medium and large firms, plus 25 best practices.

By Marc Rosenberg
How to Bring in New Partners

When we discuss how CPA firms are managed, there are two kinds of firms.

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The first kind of firm argues that there is not much that needs to be managed at a CPA firm. These cynics might say, “Come on. Running a CPA firm isn’t rocket science. You hang out your shingle. You get clients. You hire staff. You do the work. Bill and collect. What needs to be managed?”