Rosenberg Associates Blog
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…
Kristen Rampe, CPAWelcome 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…
Matt RampeWe’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…
Chrystin McHughIn 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…
Originally featured in Accounting Today. Many CPA firms struggle to raise pricing and remove problematic clients. It may get brushed off as “no big deal,” but ignoring pricing and client mix harms the firm in significant ways: less revenue equals less growth and lower ability to pay staff well, lower profits for partners or capital…
Originally produced by Levenfeld Pearlstein LLC. In a recent conversation on changing partner compensation systems in accounting firms, Russell Shapiro, Partner at Levenfeld Pearlstein LLC, speaks with Kristen Rampe, Managing Partner of Rosenberg Associates, about updating systems, including how to plan and implement a change and the questions that arise during these types of changes….
INSIDE Public Accounting and Rosenberg Associates conducted a survey to gather perspectives from professionals across the accounting profession on the growing influence of private equity (PE). The survey respondents provided insight into how those at the helm experience and interpret this significant shift within the profession. View the full IPA Insights June preview. The following are Matt…
Private equity is becoming a regular topic of conversation for CPA firms of almost all sizes. But as we get deeper into PE’s entrance into the industry, it’s becoming clear that not all firms want to adopt the PE model. PE is raising the competitive bar for CPA firms, and firms that wish to remain…
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