Fifteen Big Questions for Your Next Strategy Session

Focus everyone on the big issues.

By Marc Rosenberg
The Rosenberg Practice Management Library

Most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas. The problem areas aren’t day-to-day issues such as purchasing a new copy machine or revising the policy on sick days. The problem areas are more strategic: morale issues, recruiting problems, profitability, etc.

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Here are some specific examples:

Posted on November 9, 2023

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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