

Managing partners should only have one client
Aug 5, 2024
David Wurtzbacher, a representative from PE-backed accounting firm platform Ascend, argues that managing partners should focus on leading their firms rather than maintaining individual client portfolios. He discusses the necessity of effective leadership in CPA firms and how delegation can improve client service quality. Wurtzbacher emphasizes the importance of mindset shifts as partners transition to CEO roles, fostering entrepreneurial growth, and prioritizing personal well-being to enhance professional performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Leadership Dynamics in CPA Firms
02:13 • 9min
Roles and Responsibilities of Accounting Leadership
11:26 • 5min
From Managing Partner to CEO: A Strategic Shift
16:02 • 7min
The Evolving Role of a CEO in Growing Companies
22:35 • 2min
Navigating Growth: Leadership and Well-Being
24:12 • 4min