marketing & sales

27 tough questions every firm needs to address

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eyeglasses resting on document labeled "retirement plan"on succession, retirement, valuation, sale or acquisition.

by marc rosenberg
cpa firm retreats

before formally beginning the discussion part of a retreat session, it’s always a good idea to begin by asking the participants what they want to cover.

more on retreats: make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | 18 essential management questions to cover at a retreat | management styles: partnership vs. corporate | why create a marketing plan?

as issues are suggested, the facilitator should write them down on a flipchart.

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31 ways to make more money

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businessman sitting on stacks of paper currencyyes, you can do these during busy season.

by marc rosenberg
cpa firm retreats

certainly when we consider best practices for transforming good firms into great ones, we have everything in mind from client surveys to strategic planning. but then what?

more on retreats for pro members: system vs. system: partner compensation best practices | partner accountability: how and for what? | 30 marketing and growth questions to cover at a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns 

here are 31 methods to achieve strong profitability:
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10 benchmarking missteps

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young businesswoman putting hand out in "stop" gesture while sipping coffeestop comparing apples to hockey sticks.

by marc rosenberg
cpa firm retreats

benchmarking is important, but context is needed.

more on retreats:partner accountability: how and for what? | how to decide who decides what | why create a marketing plan? | how to take action after a retreat | 12 simple rules for a retreat | retreat logistics: how long, what kind?| why do cpa firms conduct retreats?

here are the 10 biggest mistakes cpa firms make in compiling and analyzing map statistics:

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18 essential management questions to cover at a retreat

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illustration with some employee symbols standing in circlesresponsibilities of the mp and other positions.

by marc rosenberg
cpa firm retreats

before formally beginning the discussion part of a retreat session, it’s always a good idea to begin by asking the participants what they want to be sure to cover.

more on retreats: 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

as issues are suggested, the facilitator should write them down on a flipchart, starting with: read more →

how to decide who decides what

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stack of cards labeled with question marksbonus charts: 15 habits that make a partner. plus: equity vs. non-equity partners, and a voting decision grid.

by marc rosenberg
cpa firm retreats

“i can’t manage this firm if i have to take a vote every time i want to make a decision.” – tony kendall, ceo of top 200 firm mitchell & titus, shortly after taking over from the firm’s founder.

more on retreats: 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

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there are decisions that managing partners should make without a partner vote.

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management styles: partnership vs. corporate

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"that's okay i don't know what the chart means either."bonus checklist: 25 best practices for managing partners.

by marc rosenberg
cpa firm retreats

in firm management and governance, we find two distinct management styles: partnership vs. corporate.

partnership style. democracy heavily impacts the way partnerships are governed. in a democracy, every partner has a vote and there is a “majority rules” mentality. a system of checks and balances prevents leaders from becoming dictators. the “citizens” want a reasonable amount of input into decisions.

more on retreats: 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

in a partnership style, partners have “certain inalienable rights” like:
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