CPA Firm Management & Governance

The key to success in any organization is management and leadership. But effective management is elusive to many CPA firms because the partners are neither trained nor skilled at it. This monograph provides firms with Best Practices for how to manage a CPA firm and how to structure the leadership group. A must-read for partners who want to run their firms like a real business, this monograph offers an exhaustive examination of the Managing Partner role. Detailed job descriptions for management positions are provided. Also addressed are firm governance issues such as how decisions are made, how voting works, the role of committees, the role of a partner, partner accountability, communications and strategic planning.