Rosenberg Associates Blog
Kristen Rampe, CPAIt’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…
Matt Rampe
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…
Marc Rosenberg, CPAOur consultants have spent their careers working with CPA firms on succession planning. As experienced specialists, we have seen misunderstandings, confusion and complexities that make succession planning a challenge. Many firms simply don’t know how to get started. I recently sat down with Christyn McHugh, Director of Marketing at Rosenberg Associates. She asked questions that…
Welcome back to our analysis of insights from the Difficult Partner Dynamics Quick Poll conducted in August 2025. If you missed our first blog in this series, catch up here. In this post, we explore how unresolved partner issues affect compensation and, more importantly, look at ways to resolve them. We’ll also share real-life examples…
We’ve had the pleasure of working closely with a firm over the past several years. This case study illustrates their issues, our approach, and the outcomes. We hope that this helps other firms see what the path to growth and sustainable success can look like. Initial Situation When we first met the three partners of…
You’ve been there, or you’re in the middle of it now: a challenge with one particular partner (or maybe more than one) that’s making partner relations, progress, profitability, or all three difficult. We polled CPA firm leaders to find out what the most pervasive issues are, how long they’ve been around (or how long they persisted, if resolved), and…
In a recent “On the Air” Accounting Today podcast, host Dan Hood sat down with Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, to unpack why strategic planning is more critical than ever for accounting firms and how it’s done. Drawing on…
QUESTION FROM A READER: I am looking for information on how second-generation firms select a successor managing partner. I’m also interested how this process plays out when a firm has multiple MP candidates. What role should the current MP play in the process? What if there is no obvious successor? ROSENBERG RESPONSE: What criteria…
Get our expertise delivered to your inbox.