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 “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 something to this effect … 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