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Marc Rosenberg

CPA

marc@rosenbergassoc.com

Phone: 847-251-7100

Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. He shares his expertise regularly on The Marc Rosenberg Blog.

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Firm Management

What is a Best-in-Class Accounting Firm?

I recently spoke at a BDO Alliance conference where the theme was identifying traits of high performing firms and their leaders. One speaker used a bell curve to describe ‘best in class’ firms, with the majority of firms falling in the middle or ...

Firm Management

7 Must-Haves for Accounting Firm Succession Plans

The most stunning statistic today in the CPA industry is this: 80% of first generation firms never make it to the second. Why? They have non-existent or ineffective succession plans.

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Firm Management

Best Practices for Accounting Firm Profitability

Management and leadership. This is the first item on the list because it makes everything else possible. Adopt a corporate governance structure that allows most decisions to be made by the MP and a small management team. Keep partners out of ...

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Accounting

Should a Partner Be Compensated for Bringing in a Merger?

This question applies only to line, client service partners, not to partners whose specific job it is to merge in firms.

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Accounting

8 Factors that Determine a Retired Partner's Deferred Compensation

When partners retire, it goes without saying that they want to cash in their share of the firm’s value. But they want to do this in a way that enables the firm to continue as a successful, viable entity.

Firm Management

Should Firm Partner Income be Allocated by Comp Committee?

The correlation between size of firm and use of a compensation committee to allocate partner income is no surprise to CPA industry observers – the trend seems to gather steam every year, according to The Rosenberg Survey.

Benefits

What's the Difference Between a Low-Equity and a Non-Equity Partner?

Non-equity partners don’t usually have the same “rights” that equity partners have: a vote, capital buy-in, goodwill-based retirement benefits, obligation to pay retirement benefits to others, legal liability and a share in the profits.