Rosenberg Associates Blog
Matt RampeSince becoming a certified coach a decade ago, the start of the year has become a natural time for my clients and me – to reflect on what’s just passed and to set intentions for what’s ahead. When I coach managing partners, I like to ask them three specific questions to help them learn from…
Kristen Rampe, CPAAccounting Today released its annual ranking of the Top 100 Most Influential People in Accounting—a respected list that highlights the thought leaders, innovators, and advisors shaping the future of the profession in December 2025. We’re proud to share that Rosenberg Associates’ Managing Partners Marc Rosenberg, CPA, and Kristen Rampe, CPA, have been named to the…
A firm I worked with this year said, “We have a pay-equal partner compensation system, and the cracks are starting to show! No one is taking advantage of it, but it is frustrating the high performers, and I have no leverage to improve my lower-performing partners. I want a comp system that rewards performance. How…
Marc Rosenberg, CPAQUESTION FROM A CLIENT Can a “small” firm function and be structured like a “large” firm? Are there any natural limitations based on personnel headcount? OUR RESPONSE One of my favorite mottos comes to mind: “Think big and keep it simple.” Yes, a small firm can operate as a larger firm with some obvious…
Originally featured in Accounting Today. I’ve been crisscrossing the country this year, doing strategic planning with CPA firms from California to Delaware and from Minnesota to Louisiana. I worked with firms of all sizes; most were in the Top 500. Here’s what I learned from working with these firms: On Partner Alignment At several firms,…
It’s that time of year again, when we get to enjoy the bounty of data available through the Rosenberg Survey, with gratitude to all the firms that put in the effort to respond. Here’s what we’re noticing. Average revenue is up, as usual, though the increase is smaller than last year. Profits are also up,…
It’s no secret that our industry needs leadership talent, successors who want to be CPA firm partner-level contributors. There’s a big group of them right at the doorstep, but we continue to struggle to bring the number of women leaders in accounting organizations anywhere near parity with the number in the profession. According to the…
Chrystin McHughMatt Rampe, ASA, PCC, is about to add “author” to his already impressive list of talents. His debut book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, covers Rosenberg Associates’ 5i strategic planning process, along with insights, case studies, and practical implementation tips. Leading up to the book’s official release on Oct. 22, 2025,…
Is private equity an asset or a detriment to staff? In June, Rosenberg Associates collaborated with INSIDE Public Accounting to research the impact private equity is having on the accounting industry. We got a robust 163 responses from mostly senior firm leaders representing firms of all sizes. I revisited that dataset to find out how…
You may have seen my interview earlier this year with Russell Shapiro on the topic of partner compensation. We spent close to 45 minutes discussing various aspects of allocating CPA firm income. One of the many topics we discussed was how to get buy-in on changes to a partner compensation system. Change management is the…
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