Rosenberg Associates Blog
Matt RampeOutcomes from two firms I led through strategic planning in the past year: Firm A: Successfully retired two senior partners, added seasoned tax professionals, advanced the build out of their niches, created robust performance management guidelines for all levels in the firm Firm B: Named the next managing partner, two future partners identified and developed,…
Kristen Rampe, CPAIf you haven’t re-thought your talent development strategy lately, it’s probably time to do so. Essential accounting skills (not just nice-to-haves) include leadership and everything it encompasses: communication, influence, ownership, accountability and profitability. Developing these skills needs to start well before someone is promoted to partner. For more than a decade, we’ve been honored to…
One of our most popular blogs1 from last year was an allegorical tale about two firms: Wurkin Hard, a well-meaning but struggling firm, and Focus CPA Advisors, a more modernized and thriving firm. We now pick up their story a year later as the industry landscape continues to evolve quickly. At an AICPA conference, a…
INSIDE Public Accounting and Rosenberg Associates conducted a survey to gather perspectives from professionals across the accounting profession on the advisory services. The survey respondents provided insight into the impact of advisory services on revenue, margins, and long-term growth, as well as the internal challenges firms face when scaling beyond compliance work. View the full IPA…
In those fleeting moments after key deadlines have passed for your firm, many leaders plan or consider the idea of a partner retreat. For some, this can be easy to push off. Too many lingering “things to do,” much-needed vacations to be taken (nothing wrong with that!), hours of sleep and family time to be…
Originally featured in Accounting Today I talk with many CPA firm leaders who know the right priorities to focus on, so why is it so difficult to make headway in these areas across the industry? In my strategic planning engagements, many managing partners have the right words on their vision flip charts, and they genuinely…
At Rosenberg Associates, our brand has been synonymous with CPA firm books. Want a book about CPA firm practice management? We probably wrote it. But who needs books anymore? You can just ask CoPilot, ChatGPT, Claude or your favorite AI tool and get the “answer” without having to crack a spine or remember where you…
A satirical blog post in celebration of April Fool’s Day, as featured in Accounting Today. With all the M&A activity in public accounting today, buyers and sellers alike will benefit from Cringe, a new agentic AI matchmaking app that surveys potential buyers and sellers on your behalf and constructs responses as if they’re from you,…
Private equity has accelerated its investments in accounting firms in recent years and entered the collective consciousness of our industry. However, while PE is on the lips of many managing partners, many still have questions about what it’s really like. My goal is to give you a peek behind the PE curtain based on our…
Originally published in Accounting Today. Partners at firms that have chosen to remain independent are now asking whether a firm’s internal buyout multiple should be adjusted. Some believe the multiple should be increased to reflect the additional value that could be captured by selling externally to private equity (PE) or through a traditional sale to…
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