here’s what you’re looking for: marc rosenberg

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grading your managing partner

two metal balls balancing at each end of seesawbonus: the 21-point managing partner evaluation form.

by marc rosenberg
the role of the managing partner

“a rabbi whose community does not disagree with him is really not a rabbi, and a rabbi who fears his community is not really a man.” – rabbi israel salanter, museum of the diaspora, tel aviv

more: why firms conduct performance evaluations of partners | the 14 trends crushing today’s accountants | 44 hard-earned tips from new managing partners | how to enforce the partner agreement | the 9 biggest merger pitfalls | 10 ways to hold partners accountable
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everyone needs feedback. unfortunately, many people in all walks of life, in both personal and business settings, avoid feedback because they don’t want to deal with the reality of the messages.
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what prospective partners should ask their firm

also: what the firm should ask prospective partners.

by marc rosenberg
the rosenberg practice management library

this article should be read from the perspective of two different audiences: prospective partners and existing partner groups.

more: what new partners should know about buyouts | comp: what new partners don’t know | there are two kinds of accounting firms | how to get promoted to manager | the 17 rules for making partner at a cpa firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  • prospective partners. well before accepting a partnership offer, prospective partners should ask basic, critically important questions to help them judge whether accepting it would be a smart decision.
  • existing partner group. well before extending a partnership offer, the firm should get its house in order to avoid being embarrassed by smart questions posed by partner candidates.

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why firms conduct performance evaluations of partners

woman working at desktop computer5 types of evaluations plus a relentlessly thorough 16-question self-evaluation. feeling confident?

by marc rosenberg
the rosenberg practice management library

the classic purposes of a performance evaluation are:

  • to improve performance
  • to clarify what is expected of the individual and what is needed to advance
  • to provide management with information to use in making promotion and compensation decisions

more: what new partners should know about buyouts | comp: what new partners don’t know | how to get promoted to manager | the 17 rules for making partner at a cpa firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the need for performance evaluations applies to partners as well as staff. contrary to what many partners may feel, partners can and must continually improve their performance.
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15 essential skills for managing partners

blank organizational chartwhere do you spend your time? when is something “good enough”?

by marc rosenberg
the role of the managing partner

marie kondo is the bestselling author of “the life-changing magic of tidying up.” as a lifelong businessperson who came out of the womb highly organized, i enjoy practicing her methods, but i know they are elusive to many people.

more: the 14 trends crushing today’s accountants | 3 traits of the best managing partners | partner compensation: a potent weapon | how long should it take to make partner? | the managing partner’s role in mergers | five ways to evaluate partners | manage partners with goal setting | overarching authority that managing partners must have
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this article is my version of how business people, especially cpas, can learn to increase their efficiency and productivity by being better organized. beware: as with all self-improvement initiatives, you must start with the right attitude. you must truly want to be an organized person, not just say it or think it. then and only then can you be successful at tidying up.
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critical pieces of your new-partner agreement

businessman signing document as another looks onfirms: have you addressed all these items? be ready.

by marc rosenberg
the rosenberg practice management library

what is a partner agreement?

more: what new partners should know about buyouts | comp: what new partners don’t know | there are two kinds of accounting firms | how to get promoted to manager | the 17 rules for making partner at a cpa firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

according to nolo.com, “a partner agreement spells out the rights and responsibilities of the firm’s owners. without one, firms will be ill-equipped to settle or avoid conflicts because if certain key passages are missing or written improperly, the courts will intervene in ways that the partners may not like.  a partner agreement allows the firm’s partners to structure their business relationships with each other in ways that suit their desires, needs, and preferences.”
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