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Partnership agreement best practices for CPA firms

Mar 31, 2025 · 478.5 KB Download

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Creating a clear and comprehensive partnership agreement is essential for establishing governance, decision-making processes, and financial responsibilities within your CPA firm. Below are the key areas to consider when drafting or revisiting your partnership agreement. By clearly defining these elements in your partnership agreement, you can ensure smooth governance and effective decision-making within your firm. Revisiting the agreement periodically is crucial to align it with the firm’s evolving needs, especially as market dynamics introduce new challenges.

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