THE PARTNERSHIP

Ten Benchmarks of Firm Profitability

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young woman seated at laptop counting money

Plus four reasons you should want to follow them.

By Marc Rosenberg
What Really Makes CPA Firms Profitable?

“Rich people stay rich by living like they are broke. Broke people stay broke by living like they’re rich.” – Mark Cuban

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To state the obvious, the goal of a CPA firm’s management is to achieve the firm’s desired profit level. No one disputes this. But where the rubber meets the road is achieving those profits. This post explains how to do this.
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Twelve Keys to Strategic Planning

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businessman turning compass labeled "strategy" like a steering wheel

What do you want it to do for you?

By Marc Rosenberg
Strategic Planning and Goal Setting for Results

“No one ever made a difference by being like everyone else.” – P. T. Barnum

MORE by Marc Rosenberg
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To begin strategic planning, partners must first address and agree on several critical decisions. Do they want:

  • A firm that is committed to strategic planning being the pillar of the firm’s future success? Or are you in the school that says “yeah, strategic planning is nice, and we should do it, but it’s secondary to partner productivity and performance”?

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