Strategic Planning for CPAs: A Podcast Featuring Matt Rampe

In 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 his experience and research, Matt offers a practical roadmap and our 5i proven strategic planning process to help CPAs move beyond excuses to sustainable success.

In an era of rapid change and unprecedented opportunity in the accounting profession, the need for CPA firms to adopt a clear, actionable strategic plan has never been more important. Listen to the podcast for a timely, engaging conversation that might just change how you think about your firm’s future.

Matt’s debut book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, offers a clear, practical framework for helping CPA firm leaders turn strategic planning into real results. If you like this podcast, stay in the loop and read more of Matt’s clever thoughts. Email us at service@rosenbergassociates.com to get on the list, or subscribe to our email newsletter.

We can help you navigate your strategic planning challenges using our proprietary strategic planning framework to meet your needs, including:

Partner accountability • Staffing • How to achieve greater growth • Change management • Partner conflict • Core values and mission statement • Succession planning • And more

Let’s talk! Contact us to schedule a call.