three ways to break partner gridlock in an accounting firm

when one-partner, one-vote isn’t working. 

by marc rosenberg, cpa
author of how to bring in new partners

most firms vote on a one-person, one-vote basis despite varying ownership percentages.

more marc rosenberg practice management trends and guidance: what partners are entitled to, and what they’re not entitled to | how to make partner?  |  why accounting firm partners are “popping prozac like m&m’s”  |  the 15-item checklist for your next partner retreat |  five key responsibilities for a new partner  |  planning a partner retreat for real results  |  6 steps to get your business to the next level  |  the 10 biggest mistakes in reading map statistics  |  re-engineering partner accountability  |  marc rosenberg: why cpas aren’t making more money [video]  |  marc rosenberg: slow learners need not apply  |  10 to-do’s for a partner buyout

but is that always the best way? here are three better ways.

read more →

what partners are entitled to…

…and what they’re not entitled to. 

partners are entitled to a lot. at some firms, they are virtually royalty. but that’s no way to run a firm these days.

here, marc rosenberg, cpa, and author of how to bring in new partners and a 卡塔尔世界杯常规比赛时间 affiliate, lists what every partner – especially new and wanna-be partners – need to understand.

more from marc rosenberg:  how to make partner? | why accounting firm partners are “popping prozac like m&m’s” | the 15-item checklist for your next partner retreat | five key responsibilities for a new partner | planning a partner retreat for real results | 6 steps to get your business to the next level | the 10 biggest mistakes in reading map statistics | re-engineering partner accountability | marc rosenberg: why cpas aren’t making more money [video] | marc rosenberg: slow learners need not apply | 10 to-do’s for a partner buyout

a partner is entitled to:

1. attend partner meetings and retreats.

2. have access to all confidential firm financial data.

3. receive a return on capital; repayment of capital when he/she leaves the firm. read more →

the 15-item checklist for your next partner strategy meeting

how to focus on the big issues.

by marc rosenberg, cpa
guide to planning the firm retreat

most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas. the problem areas aren’t day-to-day issues such as purchasing a new copy machine or revising the policy on sick days. the problem areas are more strategic: morale issues, recruiting problems, profitability, etc.

here are some specific examples: read more →