why good accounting firms make bad decisions

the dysfunctional partner team and three ways to get them back on track.

you’ve tried management by committee. and by now, you know it doesn’t work. in a new analysis of cpa firm management practices, marc rosenberg finds, “management by committee rarely works.”

there must be a better way. and, yes, there are a few. here is a five-point spectrum of approaches that firms use to make decisions. one of them may work for your firm.

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12 must-do items for your partner retreat agenda

august aquila
august aquila, ceo of aquila global advisors

and 12 retreat topic no-no’s.

by august aquila
author of “leadership at its strongest

the purpose of the retreat should be clearly thought out early in the year. articulate one or two goals for the retreat. you need to be very specific as to what you want to accomplish. for example, the purpose of the retreat is to develop a succession plan for the firm. you many not know exactly what it will look like, but you know what the end product of the retreat will be.

if you cannot do this, don’t hold the meeting. ask yourself this one question: “what would happen if we did not hold this retreat?” if the answer is “nothing,” you’ll know what to do.

retreat topic no-no’s

let’s look at common retreat topics that should not be discussed at a retreat. you may or not agree with the list, but i urge you to strike the following items from your retreat agendas. read more →

the client service team in action

by bruce w. marcus professional services marketing 3.0 while some firms have explored the idea of client service groups, and leading thinkers like patrick mckenna have been training firms in the concept for several years, few firms have developed the … continued