Are You Partner Material?

CPA Leadership Institute -

Source: The Marc Rosenberg Blog

In this blog entry, Marc Rosenberg lists 12 traits better firms commonly identify as the “right stuff” to become a partner. Here are some excerpts, reproduced with permission:

  1. Build great relationships with clients. So much so that clients are equally comfortable calling or talking to the potential partner than the PIC.
  2. Credibility with the staff for being a great trainer, supervisor and delegator.
  3. Ability to mentor staff and help them learn and grow.
  4. Good communication skills. Able to be clear and effective in oral and written communication.
  5. High energy. Great attitude about their work and passionate about the firm.
  6. Trustworthy. This is about partners feeling they can trust the person’s judgment, that they will not take shortcuts, will not put the firm in danger.
  7. Team player. Is this person a “me” person or a “we” person?
  8. Be a self-starter. Develop a reputation for reliability and timeliness.
  9. Self-confidence.
  10. Leadership. To be a partner in a firm, one needs to be special, to stand out from all the rest of the staff.
  11. Comfort with practice development. This doesn’t mean a person needs to be a rainmaker. But they truly believe in the adage “you can’t not try” when it comes to developing business.
  12. Perform work at a high level. Acid test:  For the most part, when the potential partner submits work to a partner for review, very few changes are required.

For the complete entry, read “The Right Stuff To Be Partners: 12 Must-Haves” 

From The Marc Rosenberg Blog, February 20, 2018, blog.rosenbergassoc.com.