CPA Trendlines

2 weeks ago | cpatrendlines.com | Marc Rosenberg

Plus some thoughts on alternative management and perfectionism. By Marc RosenbergThe Rosenberg Practice Management LibraryEvaluating the managing partner is really an upward evaluation. Like all upward evaluations, evaluating the managing partner should be limited to those people who can offer input based on actual experience, not hearsay.  This means that at firms of fewer than 10-15 partners, all the partners will probably participate.

1 month ago | cpatrendlines.com | Liz Farr

‘Everyone here is a superhero.’Peter Margaritis on The Disruptors with Liz Farr, originally published in 2023 hereBy Liz FarrThe accounting world lost a great man on March 20, 2025, when Peter Margaritis passed away unexpectedly at age 64. I first met Peter in the fall of 2018, when he gave the keynote for the New Mexico Society of CPAs’ annual Pride in the Profession luncheon. I introduced myself to him while he was fiddling with his earpiece and microphone shortly before his talk.

1 month ago | cpatrendlines.com | Marc Rosenberg

Plus six tips for those aspiring to the role. By Marc RosenbergThe Rosenberg Practice Management LibraryCPA firm managing partners often serve for long periods of time. A tenure of 20 to 25 years is not uncommon. For managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

1 month ago | cpatrendlines.com | Liz Farr

Find your community; find your people. This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO hereSponsored by “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA – See Today’s Special OfferThe DisruptorsWith Liz FarrRichard Roppa-Roberts created Roundtable Labs by accident.

1 month ago | cpatrendlines.com | Marc Rosenberg

Plus some thoughts on compensation. By Marc RosenbergThe Rosenberg Practice Management LibraryIn an ideal world, a new managing partner will have been groomed and mentored by the existing managing partner for two or three years. A great way to do this is by executive committee participation. But alas, many things at firms under $30 million are not ideal. Unfortunately, we have seen many firms anoint their new managing partner with relatively little training and mentoring.