Making Partner: Today’s 15 Essential Skills and Traits
Do you have what it takes? Bonus: Six boxes to check off, and seven tough questions.
By Marc Rosenberg
SUCCESSION & RETIREMENT
The Three Laws of Physics in Accounting Firm Mergers
What led to the succession crisis? Inertia.
By R. Peter Fontaine
3 Ways Firms Scare Off Successors
And 7 steps to making ownership attractive to new leaders.
By Terrence E. Putney
Bridging the Gap
Stern Advice: Local Practitioner, Endangered Species? [VIDEO]
The road to extinction.
When the Inmates Are Running the Asylum
Crazy doesn’t get better by adding more crazy. By Dom Cingoranelli CPA Trendlines / Succession Institute “We can’t really enforce this because we don’t want to risk having him (or her) quit.” I can’t tell you how many times we hear … Continued
The Two Most Common Management Styles
Do CPA firms need management or leadership?
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
8 Ways to Manage Clients
This is Job 1 for the practice owner.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
The Limitations of Rainmakers
Why marketing has to permate the firm and the process.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
Different Roles for Different Partners
Some people should stick to technical roles, but there’s an impact on profitability.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
Firms Only Grow When Partners Play Their Roles
How often are you seeing your clients?
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
How Big ‘Books’ Hurt Firms
The invisible hazards of book of business.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
How Small ‘Books’ Hurt Firms
Leverage, capacity and overservice are just some of the issues.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
When Partners Leave: What to Do Today, to Be Prepared for Tomorrow
Set policies now based on business, not emotion.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute