CPA Firm Strategic Planning: Your Roadmap for Long-Term Success
TESTIMONIALS
“Matt facilitated one of the most effective retreats our firm has had in the last 30 years. Our team was more engaged than ever and the structure provided combined with the creativity sparked led us to a solid plan for our future. We can’t wait to celebrate our success at next year’s retreat!”
Pamela Baker, CPA, CGFM, Managing Partner
Barbacane, Thornton, & Company
Wilmington, DE
BULK DISCOUNTS
| Subtotal | Discount |
|---|---|
| $625 | 20% off |
| $1,150 | 30% off |
| $1,600 | 40% off |
| $2,850 | 50% off |
Introducing Our NEW Book
CPA Firm Strategic Planning: Your Roadmap for Long-Term Success by Matt Rampe, ASA, PCC
Pre-order TODAY, get exclusive perks! More information below.
BONUS OFFER: Now through Nov. 14
Upgrade your pre-order of this book to the new Strategic Planning Bundle, and get one FREE copy of How CPA Firms Work: The Business of Public Accounting.
Our industry is transforming. From staffing shortages, Baby Boomer retirements, private equity investments and rapid technology advances, the entire marketplace is being disrupted.
The approach we took to strategic planning in the past cannot keep pace in today’s world. Without a solid plan, the future of your firm may be in jeopardy.
CPA Firm Strategic Planning: Your Roadmap for Long-Term Success offers a modern framework for helping CPA firm leaders turn strategic planning into results. Using proven tools, industry research and insights from working with firms across the country, it covers what strategic planning is and how to do it well. Packed with topics like influence and coaching, you’ll learn how to accelerate results and create lasting change at your firm.
NEW Toolkit
For just $95, get our printable Toolkit with over a dozen ready-to-use documents and high-impact resources you can share with your partner group.
- One-Year Project Plan Template
- Sample Planning Calendar
- A Positive Flip Conversion Tool to Handle Complaints
- …and more!
Exclusive Pre-order Perks
Pre-order your CPA Firm Strategic Planning: Your Roadmap for Long-Term Success book between now and Nov. 14, and you’ll get:
- Early Shipment – Your book will be shipped before it’s available for purchase in print-only or PDF-only format. Estimated shipping date: November 14, 2025.
- Instant PDF Access – You can start reading the book before the print book is available for shipment. A link to the book PDF and Toolkit will be provided to you via email when they become available next month.
Upgrade your pre-order to the Strategic Planning Bundle, and you’ll also get one FREE copy of our book, How CPA Firms Work: The Business of Public Accounting.
©2025
Related content featuring book author Matt Rampe, ASA, PCC:
- Make Strategy Stick
Podcast | Gear Up For Growth with Jean Caragher (CPA Trendlines) - A year of strategic planning: Stories from the field
Article | Accounting Today - Strategic planning for CPAs
Podcast | Accounting Today - The tax, audit & accounting firm mergers that work are the ones that start years in advance
Article Interview | Thomson Reuters - Strategic Planning: What Top Firms Do Differently
Rosenberg Associates Blog - Change Management: Five Pitfalls That Prevent Change and How to Overcome Them
Rosenberg Associates Blog - Author Spotlight: Matt Rampe Talks About Writing His First Book
Rosenberg Associates Blog
Please note our PDF e-books are not printable. Why?
LINK TO DOWNLOAD THE PDF WILL APPEAR IN YOUR CONFIRMATION EMAIL
