Products

    Solicitors Accounts Rules Programme (England and Wales)

    CURRENT VERSION – V.2 Newly updated for key rule changes for periods ending after 1 November 2015- including the need to only submit qualified reports to the Solicitors Regulatory Authority. QAD and ACCA are paying increasing attention to SAR work on their audit visits, and now such work has gone through the most fundamental changes for 20 years or more. This involves the initial risk assessment being centre stage in dictating the work that you will perform. Are you happy...

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    Systemising Your Marketing Initiatives

    David Smith – Smithink Many people think that marketing is about creative ideas, the brilliant initiative.  While such marketing triumphs do occur, for the majority of businesses an over emphasis on creativity wastes energy. For most of us marketing is about a regular and consistent conduct of the marketing plan. During this webinar we will review the marketing initiatives that consistently achieve results for accounting firms, and how a systemised approach is key to success. Duration 01:21:52

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    CPA Firm Mergers: Your Complete Guide

    Two words describe the state of the merger market to a tee:  EVERYONE’S TALKING.  Buyers have a voracious appetite to merge in smaller firms and have few geographic limitations in their quest. Sellers, owned primarily by aging Baby Boomers, see merging up as their most likely exit strategy.  Relatively few buyers or sellers have much merger experience, yet these deals will require some of the most important decisions in their professional lives. Enter our monograph, CPA Firm Mergers: Your Complete...

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    CPA Firm Partner Retirement / Buyout Plans

    Billions of dollars are due to be paid to retiring Baby Boomer partners over the next 10 years for their interests in CPA firms. Will your firm be able to afford those payments? Not without a plan – a comprehensive, well-written, competitive buyout agreement. Based on Rosenberg’s experiences as an Inside Public Accounting‘s Top 10 Most Recommended Consultant who has guided hundreds of firms through the process over more than 20 years, this monograph is a must-read for firms that...

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    CPA Firm Retreats: The Do-It-Yourself Guide

    NEW! The complete guide for planning successful firm management retreats, based on Marc Rosenberg’s experiences in facilitating 10-15 retreats a year for more than 20 years.  Part I covers retreat organization and logistics: location, who should attend, timing and facilities. Part II presents background information and questions to stimulate spirited discussion on topics ranging from mergers, marketing and strategic planning to partner issues such as compensation, retirement and buyouts and accountability – all using our proprietary materials developed over decades...

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    CPA Firm Succession Planning: A Perfect Storm

    Succession planning is the perfect storm of CPA firm practice management, brought about by the simultaneous impact of aging baby boomer partners, a never-ending shortage of staff with partner potential and a tendency for CPA firm management to perpetually relegate succession planning to the back burner. Industry observers regard succession planning as the #1 endemic issue facing CPA firms today. And it’s going to get worse before it gets better. Many firms believe that succession planning starts and stops with...

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    Effective Partner Relations and Communication

    Firms can have great clients, smart partners and staff and efficient systems, but if the partners don’t work together as a team and are unable to resolve their conflicts they will fall far short of their potential. Jointly written by Marc Rosenberg and Dr. Ellen Rosenberg, a clinical psychologist with over 20 years of experience in private practice, this monograph chronicles their experiences working together on CPA firm projects involving partner relations and communication issues. Topics include: The causes of...

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    FCA Quarterly Newsletter (x4 Subscription)

    This newsletter looks at the FCA news, news regulations, CPs and PSs. 2020 keeps you updated with essential changes for Auditors and Accountants. This subscriptions includes 4 x FCA Quarterly Newsletters over the course of 12 months. Alternatively, you may wish to subscribe to our FCA Update webinars and receive the FCA Quarterly Newsletter as part of the subscription.

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    How CPA Firms Work: The Business of Public Accounting

    Personnel in any setting work with more enthusiasm and commitment when they are genuinely made to feel part of the organization and understand how they contribute to the firm’s success and profitability.  CPA firms are no exception. This monograph is a primer that explains how CPA firms work as a business.  It is primarily intended for staff joining a firm, including new college graduates, experienced hires and interns.  Firms give a copy of this monograph to all new personnel as...

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    How to bring in new partners

    As Baby Boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks. But many firms either don’t know how to bring in new partners or have outdated approaches for doing so. This monograph answers the questions: What are Best Practices for bringing in new partners? How is the buy-in structured? How is ownership handled? Topics include: What is a partner these days? Should we have non-equity partners? How do...

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    How to Operate a Compensation Committee

    Increasingly, CPA firms are realizing that the old compensation formulas no longer work, that performance “intangibles” need to be recognized, and that their compensation systems need to be performance-based. As a result, more and more firms are adopting compensation committees. This monograph answers the questions: What are Compensation Committees? How do they work? Why have they become so popular? Topics include: Characteristics of a good system Structuring partner compensation The link to strategic planning Data reviewed by the CC Communication...

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    Making Tax Digital Seminar Kit

    The powerpoint presentation contains 24 slides introducing MTD in straightforward terms without being too technical. After MTD the presentation introduces your clients to your Cloud accounting solution and explains the benefits. You can tailor the presentation with your logo and Cloud provider(s) solution(s).  There are guidance notes at the foot of each slide to help you make your presentation. The kit includes the following key sections: Preparing for and making a presentation Sending the invitation Seminar planning checklist Covering letter...

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