Posts Tagged ‘CPA firm strategic planning’

Originally featured in Accounting Today I talk with many CPA firm leaders who know the right priorities to focus on, so why is it so difficult to make headway in these areas across the industry? In my strategic planning engagements, many managing partners have the right words on their vision flip charts, and they genuinely…

Since becoming a certified coach a decade ago, the start of the year has become a natural time for my clients and me – to reflect on what’s just passed and to set intentions for what’s ahead. When I coach managing partners, I like to ask them three specific questions to help them learn from…

Originally featured in Accounting Today.   I’ve been crisscrossing the country this year, doing strategic planning with CPA firms from California to Delaware and from Minnesota to Louisiana. I worked with firms of all sizes; most were in the Top 500. Here’s what I learned from working with these firms: On Partner Alignment At several firms,…

Matt Rampe, ASA, PCC, is about to add “author” to his already impressive list of talents. His debut book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, covers Rosenberg Associates’ 5i strategic planning process, along with insights, case studies, and practical implementation tips. Leading up to the book’s official release on Oct. 22, 2025,…

I 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…