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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: Strategic Planning
How Different is Your Firm – REALLY?
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
E-Myth Revisited: Work ON Your Business, not IN it
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.
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CPA Firm Core Value Statements
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.
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Align CPA Partner Compensation with Strategic Planning
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?
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Strategic Planning To Knock Your Socks Off!
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