Rosenberg Associates Blog

Pricing post-it

Pricing Lessons: What the Winners Do Differently

Matt Rampe HeadshotMatt Rampe / June 25, 2025

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…

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Russell Shapiro and Kristen Rampe

Updating Partner Compensation Systems at Accounting Firms: How to Plan and Implement a Change

Chrystin McHughChrystin McHugh / June 20, 2025

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….

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Insights Cover June 2025

Keys to the Future: PE Must Move from Promises to Delivery

Matt Rampe HeadshotMatt Rampe / June 11, 2025

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…

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light bulb

Thriving without Private Equity: What It Takes to Stay Competitive

Matt Rampe HeadshotMatt Rampe / May 27, 2025

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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hand untangling a knot

Untangling the Knot: Why One Solution to CPA Firm Challenges Can’t Stand Alone

Avatar photoMarc Rosenberg, CPA / May 21, 2025

If you decide to run for political office, is it over when you register? Of course not. You need money, a campaign office, staff, the endorsement of a political party and a strategy. If you want to open a restaurant, is it sufficient to hang out a nice sign and be a good cook? Of…

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question marks

To PE, or Not to PE, Is That the Question?

Kristen Rampe HeadshotKristen Rampe, CPA / May 14, 2025

Originally featured in Accounting Today. Many small and midsized firms are seeking a sounding board for the myriad calls they are getting from private equity firms and others seeking to acquire accounting practices. They’re exhausted. And the ongoing barrage continues to add pressure for firms to make a call on whether or not they should…

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Michael Horowitz

A Morning with a Luminary of the CPA Profession

Avatar photoMarc Rosenberg, CPA / April 22, 2025

We are talking about none other than Michael Horwitz, the Executive Director of BDO Alliance USA, the largest association of US-based independent accounting, tax and advisory firms. The Alliance comprises more than 250 CPA firms and 150 advisory firms and vendors that serve CPA firms. Ninety percent of the BDO firms are under $30M, reflecting…

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clocks

Big Projects That Suck Up Your Time

Avatar photoMarc Rosenberg, CPA / April 16, 2025

Embarking on big projects can be both exhilarating and daunting. While the allure of tackling significant challenges is undeniable, the risk of disappearing into a black hole, resulting in large write-offs, looms large. In this article, we delve into how problems get started in the first place and strategies to avoid being overwhelmed and…sucked in….

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stick figure next to salary going up

Local Firm Slashes Staff Starting Salaries

Kristen Rampe HeadshotKristen Rampe, CPA / April 1, 2025

A satirical blog post in celebration of April Fool’s Day, as featured in Accounting Today. To improve firm profitability, local firm Watts, Taber and Fiske has made an innovative move to reduce full-time starting salaries for new college recruits to $38,000. WTF managing partner Bill Billings noted, “With all the newly available IRS agents and…

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puzzle pieces

Recent Takeaways on Private Equity in Accounting

Jeff ArnolJeff Arnol / March 18, 2025

If you keep abreast of CPA industry news, you are well aware that not a week goes by without an announcement about firms being acquired, merged, or rolled into another CPA firm, almost all fueled by private equity (PE) in some manner. Our blog in December 2024 addressed some of the pros and cons of…

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