Posts Tagged ‘Collection’
2025 Rosenberg Survey: What the Numbers Are Telling Us
It’s that time of year again, when we get to enjoy the bounty of data available through the Rosenberg Survey, with gratitude to all the firms that put in the effort to respond. Here’s what we’re noticing. Average revenue is up, as usual, though the increase is smaller than last year. Profits are also up,…
Read MoreBuilding a Sustainable Future: A Case Study
We’ve had the pleasure of working closely with a firm over the past several years. This case study illustrates their issues, our approach, and the outcomes. We hope that this helps other firms see what the path to growth and sustainable success can look like. Initial Situation When we first met the three partners of…
Read MoreStrategic 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…
Read MoreUntangling the Knot: Why One Solution to CPA Firm Challenges Can’t Stand Alone
If you decide to run for political office, is it over when you register? Of course not. You need money, a campaign office, staff, the endorsement of a political party and a strategy. If you want to open a restaurant, is it sufficient to hang out a nice sign and be a good cook? Of…
Read MoreTop Takeaways from the 2024 Rosenberg Survey & What’s Ahead
When The Rosenberg Survey is being compiled, CPA consulting leaders are asked to provide insights and perspectives annually. Rosenberg Associates’ Kristen Rampe, Marc Rosenberg, and Matt Rampe were among the 16 CPA firm consultants who contributed this year. Here’s what they had to say about the past 12 months and predictions for this year. …
Read MoreOur Top 10 Most Read Blogs of 2024
Rosenberg Associates has built a community of readers who rely on us for insightful information, and we’re pleased to showcase our 10 most popular blogs from 2024. Featuring thought leadership from our talented team – Marc Rosenberg, CPA; Kristen Rampe, CPA; Matt Rampe, ASA, PCC; and Amanda Lilley, CPA, SHRM-CP, PHR – these articles have…
Read MoreAnnouncement: Rosenberg Associates Managing Partners Recognized Among AccountingToday’s Top 100 Influential People
AccountingToday recently released their ranking of the Top 100 Most Influential People in Accounting – an annual list featuring thought leaders and change-makers who are shaping the profession. Marc Rosenberg, CPA, and I were named among the Top 100 Most Influential People in Accounting. This is Marc’s 21st consecutive year on the list and my third. AccountingToday…
Read MoreCelebrating the Legacy of Don Scholl: A Pioneer in CPA Firm Management
Don recently passed away peacefully at his home at the age of 88. Who was Don Scholl? I’m glad you asked. He was not a CPA but knew our business better than most CPAs. He was one of the first consultants to understand that CPA firms should be managed like a real business instead…
Read MoreCelebrating 30 Years – Past, Present and Future
In celebration of the 30th anniversary of Rosenberg Associates, I’ve collected 30 highlights, captivating reads, and inspirational ideas for you, our readers and clients. Some touch on the past, some on the future, and plenty on the present day, but all are here for your enjoyment. Bits of History In 2011, I left my last…
Read MoreCelebrating 30 Years: Marc Rosenberg’s Reflections
March 1, 2024, marks the 30th anniversary of Rosenberg Associates, consultants to CPA firms in North America. Thirty years have gone by so quickly, and it’s been an incredible journey! After merging with Kristen Rampe’s consulting firm, I went from being a “one-man show” to being part of a growing, thriving (and younger!) nine-person organization.…
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