CPA Firm Staff: Managing Your #1 Asset


The Complete Guide for Managing Your #1 Asset

By Marc Rosenberg CPA

Everything you need to know: Recruiting, retention, staff engagement, training, flexibility, mentoring, recognition, leadership development, advancement, performance feedback and tips for inter-generational harmony in the firm.

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How to Fix the Staffing Crisis, One firm at a Time, Beginning with Yours

Managing partners saying for years that their staff is just as important as their clients. Yet firms continue to struggle mightily with staff management. That’s because, in this era of tight labor supply and high turnover, the old methods no longer work.

Managing staff – recruiting, training, engagement, retention; mentoring and developing them into partners–may be the profession’s Number 1 challenge.

In response, Rosenberg has assembled ALL of his knowledge and experience on developing CPA firm staff. The book features our proprietary consulting materials, pertinent research, and opinions from thought-leaders and major contributions from two top national consultants on CPA firm staff issues:

  • Jennifer Wilson, co-founder of Convergence Coaching
  • Jeremy Wortman, talent management expert at HRD Initiatives

Hot Topics

With major contributions from National Experts Jennifer Wilson of ConvergenceCoaching and Jeremy Wortman, Ph.D., from HRD Initiatives, we cover:

  • CPA profession relevancy
  • Talent management
  • Staff retention
  • Flexible workplace
  • The importance of great bosses
  • Mentoring
  • Leadership development
  • Compensation
  • Training
  • Developing women partners
  • Surveying your staff
  • Generational differences
  • Job descriptions
  • Why it’s great to work at a CPA firm

“CPA Firm Staff: Managing Your #1 Asset” arms you with the most current, most effective practices to drive your staff’s growth and development into future leaders. We’re excited to debut the most comprehensive volume ever compiled on this all-important topic.



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

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 MAP Survey, available from CPA Trendlines. He has consulted with more than 700 firms throughout his 20+ year consulting career.

Accounting Today magazine annually acknowledges Marc Rosenberg as one of the 100 most influential people in the CPA profession and INSIDE Public Accounting has repeatedly recognized him as one of the ten most recommended CPA firm consultants in the country.

Click here to see him on CPA Trendlines.

CPA Firm Staff: Managing Your #1 Asset