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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Category Archives: Strategic Planning
CPA firm partners have never been accused of being marketing geniuses. While many understand the importance of differentiating their firm from others, few can execute – actually explain what sets their firm apart from others. Continue reading
Michael Gerber wrote two highly acclaimed books in the 80s and 90s: “The E-Myth” and the “E-Myth Revisited.”
“The E-Myth (‘E’ for Entrepreneur),” Gerber wrote, “is the flawed assumption that people who are expert at a certain technical skill will therefore be successful running a business of that kind.”
Those of us who read this landmark tome learned a lot about how to properly manage a CPA firm.
Core Value statements can be very powerful for CPA firms. MPs of large, successful firms tell me the #1 reason for their exceptional performance is the partners’ commitment to the firm’s core values.
When firms are small or in their early stages of evolution, the focus is necessarily on survival and production. But as firms enter their “mature” phase of evolution, more is needed from the partners than production. How can a firm align partner compensation with strategic planning goals?
When CPA firms create a vision, reduce it to a set of high impact goals, put them in writing, assign responsibilities and establish accountability for achieving the goals, firms are much more likely to achieve their vision than without this … Continue reading