bonus: 27 suggestions.
by marc rosenberg
the rosenberg practice management library
cpa firm partners keep lots of things secret at their firms that should be open. one of them is a written document stating the firm’s criteria for making partner.
more: fifteen big questions for your next strategy session | five steps to transition to partnership | disturb the present to improve the future
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the main explanation we hear for not having such a document is that they are afraid creation of this document will backfire. they are afraid that an underperforming staff will wave this document in front of the managing partner’s face, informing him/her that they have fulfilled all the criteria for making partner and demanding a date for coronation.
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