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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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Category Archives: Staff Issues/Human Resources
CPA Firm Change Orders: The New Staff Bonus Incentive
Client work that goes beyond the original scope of the engagement – we’ve all done it.
Sometimes it’s work that the client can and should do. Sometimes the extra work results from sloppy records that need to be straightened out.
Whatever the reason, virtually every firm performs work that was not included in the original fee quotation 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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5 Chicago CPA Firms Create Innovative Staff Internship Program
Here’s one of the best “feel-good” stories in the CPA industry that I’ve come across this year.
Five competing but friendly local CPA firms in Chicago worked together to launch The Accounting Internship Scholarship Program – a staff internship program that truly achieved synergistic results. Continue reading
Accounting firms find Facebook useful in interview process
New research indicates that a quick review of a Facebook profile can provide a better prediction of job success that personality and IQ tests. How can CPA firms utilize this resource in the interview process? Continue reading
Best CPA firms to work for: top trends
Accounting Today released the 2011 Best Firms to Work For list in the December 2011 issue with some interesting findings.
Dissatisfaction with pay and benefits was cited across the board at the lowest-scoring firms. However top-ranked firms offered a variety of features that contributed to employee satisfaction – and not all of them were monetary….
What benefits are the highest-scoring firms offering?
The Best Staff Bonus Plan
The best staff bonus plans I’ve seen base bonus payouts on two factors: how well the firm performs vs. a target and individual achievement of formal, written goals.
For more information on how the bonus is calculated and to download a sample plan, click here: Continue reading
Training: An eye-opening “Best Practice”
I recently led a group of managing partners in a discussion of best practices. One firm shared an eye-opening practice in the training area.
To continue reading click below: Continue reading
UIC Accounting Club Banquet
Professor Abel Galvan gave a short speech on leadership and his advice to the students was “stay humble.” What a refreshing piece of advice! He shared a great quote with the students: “If your actions inspire others to dream more, … Continue reading
Social Networking and Interviewing
Very interesting article in the July 4 Chicago Tribune by Rex Huppke. Have you ever checked out a prospective employee by doing a check of his/her Facebook, Twitter, Linked-In, etc.? Wouldn’t you like to know if their on-line activity lends … Continue reading
Partners: Take Control of Your Time
An April 30, 2012 article appearing in the Chicago Tribune by Rex Huppke entitled “Calling Timeout on work interruptions, distractions” was the inspiration for this post imagining an interaction between a CPA firm MP and vintage SNL character Stuart Smalley. Continue reading →