Monday, September 14th, 2020

The Journey From Manager to Partner

“If you always do what you’ve always done, you’ll always be where you’ve always been.” – T. D. Jakes

The Ohio Chapter of The CPA Firm Management Association (CPAFMA) will be hosting a REMOTE-ZOOM meeting on Friday, September 18 at 11:00a.

The presentation will be an informative one for firm administrators and managing partners. The presenter will be a “new” partner in a CPA firm and will discuss her experiences in moving from Manager to Partner.

The Journey from Manager to Partner  

Niki Doctor, CPA will be sharing her experiences in moving from Manager to Partner in a CPA firm. The purpose of this presentation is to help firms understand what the firm’s leadership should be focusing on besides just the technical skills and book of business.  Our environment is changing rapidly and the needs of our firms and our clients are changing as well. Learn how can we make the transition from Manager to Partner successful.

ABOUT NIKI DOCTOR – She has over 17 years of public accounting experience and has been at Bregante + Company LLP since 2012. Niki began her career at Bregante + Company LLP as a Manager in 2012 and became a Partner in 2018. Niki believes in providing and offering bespoke solutions to her clients and assisting them in making financially sound business decisions. She is committed to client success and strives to provide prompt and efficient services to all her clients. Niki specializes in closely-held businesses and high net worth individuals that require tax planning, tax advisory, international tax, and compliance services. She also works with businesses that require a combination of tax services and financial accounting, including compilations and reviews with vast experience in the real estate, retail/wholesale, manufacturing, distribution, architecture and engineering, high t-tech, and professional services.

Register securely on line.

  • "You’ve got to have rules to live by, and one of mine is always say yes. Put yourself in danger of something amazing happening to you."
  • Tom Bilyeu

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