How CPA Firms Work: The Business of Public Accounting

New! Book, Training Presentation, & Toolkit

People do their best work when they understand how their organization operates and how they contribute to its success. CPA firms are no exception. The How CPA Firms Work resources break down the business of public accounting, helping early- to mid-career professionals quickly see how firms make money, deliver value to clients, and build a sense of ownership that improves firm profitability and outcomes.

Maximize your employee growth and development with our:

• Book
• NEW! Training Presentation
• Toolkit

The Book – How CPA Firms Work: The Business of Public Accounting

Best for: Every early- to mid-career professional in your firm.
This book is the foundation of learning how firms work. A clear, practical read that answers the questions most staff never ask out loud: How does this firm make money? What does “good performance” really mean? Why does any of this matter to me?

Why firm leaders buy the book:

• Gives every professional a shared understanding of the business of public accounting.
• Reads like a mentor, not a textbook. Staff actually finish it.
• A low-cost, high-impact addition to your firm’s employee development.

From a staff accountant: “I love the way the book is written. It didn’t bore me (my attention span is short, so boring me is very easy to do 🙂), and I like the format of it with short paragraphs and bullet point style. Very readable with a lot of good content!”

NEW! Training Presentation

Best for: Firms that invest in the proactive development of employees with 1-6 years of experience.

A fully built, professionally designed presentation that your team can deliver in-house for 2-8 hours of CPE. It walks employees through key concepts from the book in an interactive format, making it ideal for employee growth and goal achievement at your firm. See sample slides.

Why firm leaders buy the training presentation:

• Plug-and-play, ready to present by any manager, partner, or L&D team member
• Includes discussion prompts and activities related to key firm pain points: critical thinking, talking to clients, work quality, productivity, and more
• Over 100 slides allow you to choose the length and areas of emphasis that matter most at your firm

Expert-led options: If you prefer to have this workshop led by Kristen Rampe, virtual and in-person options are available. Learn more!

Learn more! Purchasers will have the opportunity to view a previously recorded in-depth train-the-trainer call, in which author Kristen Rampe provides insights on best practices for delivering the presentation to your team.

Purchase of this training presentation grants a license for use in CPA firms with 200 or fewer employees as of the date of purchase. CPA firms or organizations with more than 200 employees at any level, or associations, networks, and alliances, require a separate licensing agreement. Please contact us about pricing.

The Toolkit

Best for: Firm leaders who want the book’s concepts to stick.

The toolkit turns the ideas in the book into action. You’ll have ready-to-use resources like discussion guides, exercises, and worksheets that help staff connect what they’ve read to their day-to-day work.

Why firm leaders buy the toolkit:

• Bridges the gap between reading a book and applying it
• Gives a structured way to coach and reinforce key concepts
• Creates repeatable touchpoints throughout an employee’s career

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