19 Takeaways from the History of CPA Firm Practice Development

Illustration of marketing strategy

Plus a brief stroll through the world since Bates.

By Marc Rosenberg
The Rosenberg Practice Management Library

Sir Winston Churchill (and others) said: “Those who fail to learn from history are doomed to repeat it.” That’s why we discuss the history of practice development at CPA firms.

MORE: Why You Have to Kill the Old Paradigms | Are You Ready for the Great Disruption?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Read this history and see if your firm has learned from the many milestones in the evolution of accounting firm practice development.

Already a PRO Member? Click Here to Login & Continue Reading →

B.

Get the Key to Unlock Premium Content Reserved Exclusively for PRO Members.

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

24-HOUR DAY-PASS

One-Time, $12.99
Best for occasional use.

CLICK HERE
FOR
INSTANT ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

Marc Rosenberg

Marc Rosenberg at cpatrendlines.com

About the Author

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

See more by Marc Rosenberg

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.

Click here for more by Marc Rosenberg