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About Marc
Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. He is President of his own consulting firm, The Rosenberg Associates, Ltd.
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Monographs by
Marc Rosenberg
Marc has condensed 23 years worth of his CPA firm consulting advice and proprietary handouts and checklists into “how to” monographs on a variety of hard-hitting practice management topics.
Titles Include:
- CPA Firm Succession Planning: A Perfect Storm
- Strategic Planning and Goal Setting for Results
- How to Bring In New Partners
- How to Negotiate a CPA Firm Merger
- How to Operate a Compensation Committee
- What Really Makes CPA Firms Profitable?
- Guide to Planning the Firm Retreat
- Effective Partner Relations and Communication
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Author Archives: Marc Rosenberg
CPA Partner Base Salary Guidelines
I RECENTLY RECEIVED THIS QUESTION: In developing a new partner compensation system, you have spoken about how most firms break down total partner income into three tiers: Interest on capital, base salary and bonus. We seem to be stuck on how to determine what the base salaries should be for each of us. What are other accounting firms using as a base salary?
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CPA Firm Merger “Non-Negotiables”
“Must-haves” are the terms that the seller of a CPA firm feels he/she must have in order to do the merger. The extent that the seller will insist on receiving his/her “must haves” is dictated by the way the overall negotiations proceed. Each side usually makes compromises… Continue reading
Partner Billable Hours & Staff Billable Hours – What’s The Correlation?
The genesis of this question comes from one of the most hotly debated issues in CPA firm practice management: Is it better for partners to have high or low billable hours?
Here are billable hour facts for partners in multi-partner firms from The Rosenberg 2012 MAP Survey :
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The Amazing Steve Jobs
Walter Isaacson’s biography of the legendary pioneer of the personal computer industry hit the best seller lists in late 2011, but until recently, I resisted investing the time to reading the book because I felt I knew most of what would be in it. Boy, was I wrong!
This book is a must read for anyone interested in learning how great companies are made and how great leaders lead them.
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CPA Firm Profitability: Best Practices
A recent monthly roundtable comprised of 25 MPs from most of Chicago’s largest local firms was devoted to the group’s annual benchmarking and profitability analysis. In discussions, these highlights emerged: Continue reading
Co-signers: The CPA Firm’s Leadership Group
It seems like consultants are always reading business books. That’s not me. I read a great business book once or twice a year, but most of my reading is novels, history and occasionally a sports book. My “non-business” reading list … Continue reading
Social Media Legal Pitfalls
I have led an MP roundtable group of half of the largest local firms in Chicago for over 20 years. In October, the presenter was Frank Saibert, Chair of the Labor & Employment Group of the law firm of Ungaretti & Harris. The topic: Social Media Pitfalls. Here are the highlights.
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Three Obstacles to CPA Firm Succession Planning
It’s common sense that the key to succession planning is developing future leaders, a practice at which the vast majority of CPA firms under $15M struggle. Here are three tactics for developing future leaders: 1. Partners must be accountable … Continue reading
Sneak Peek: Results of 2012 Rosenberg MAP Survey
CPA firms once again held their own as the sluggish economy continues. But the year was nothing to write home about. Those statements best describe 2011 for U.S. accounting firms, as reported in the 14th annual Rosenberg MAP Survey.
Revenue rose 3.8% in 2011…
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Amazing China
My wife and I recently vacationed in China and it was an exhilarating experience. Prior to this first foray to what 1.3 billion Chinese call “The Middle Kingdom,” I could have cited my knowledge of China’s history in two short paragraphs. This international trip, more than any before it, was as much an excursion in history as a sight-seeing adventure.
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