Rosenberg Associates Blog
Matt RampeI love to study success. That’s why I couldn’t help researching what the best firms in our strategic planning poll did to get excellent results. We had 64 respondents to our poll. I narrowed down the list to firms that scored 8 or more (out of 10) in overall effectiveness in strategic planning and 4…
Originally published by AccountingToday in August 2024 You’re excited about an idea for your firm: leveraging AI, improving staffing or ramping up a valuable service line. Now comes the hard part: How can you turn your idea into reality? Change management is the process of guiding firm-level changes from start to end, including planning, implementing…
We polled dozens of CPA firms across the country to find out how they are doing strategic planning, and what’s working and what’s not. Key findings from the poll: Lack of execution, lack of time, and inability to build alignment are some of the biggest obstacles to successful strategic planning. That said, a secret to…
Here’s a question I got from a reader: Matt, my firm is going to do strategic planning, and we want to include more than just the partners, but we’re not sure how. We tried it before, and it didn’t go well – it just turned into a complaint session about in-the-weeds topics. Should we do…
What do 25% or more of the CPA firms we see use to better operate their businesses? A system called the Entrepreneurial Operating System, or EOS for short. What is EOS in a nutshell? EOS is a business management system designed to help entrepreneurs achieve their vision. It was developed by Gino Wickman and detailed…
Times have changed dramatically for CPA firms: staffing crises, remote workers, technological advances, retiring partners, new expectations about what a work week should look like…. Traditional strategic planning has become less effective. We need a new model that works in our new era. Let me introduce you to it. The Decline of One Person Having…
Matt RampeMatt Rampe is a partner with Rosenberg Associates and specializes in strategic planning, partner coaching, and resolving difficult partner issues. You got in a conference room to do strategic planning, got excited about big ideas, and designed things that sounded really good on paper. Now is the hard part: implementation. Without follow through after the…
Marc Rosenberg, CPAThe accounting profession has come a long way since the first CPA exam was administered in New York, in 1896. Outside events, such as the creation of the SEC and the tech revolution, have dramatically changed CPA firms’ service portfolios. In the early 80s, a legendary CPA industry consultant, Don Istvan, told practitioners that accountants…
The acclaimed Accounting Today (of which I have been a devoted, loyal reader for 30 years) recently came out with its Top 100 Most Influential People in Accounting list. These luminaries were asked what they thought the most important issues in accounting were. Their responses commonly included: Change; fear of; resistance to. (most often cited…
If you want your firm to be a firm of the future, these are seven more things your firm should be brainstorming at your upcoming partner retreats. Visit the previous post on this topic, What Smaller Firms Need to Do to Become Firms of the Future – Part 1 of 2, to see the other…
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