Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 522264780 series 3671706
Content provided by INSIDE Public Accounting. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by INSIDE Public Accounting or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE
Strategic planning shows up on every agenda, but for many CPA firms it never quite turns into real change. In this episode of the INSIDE Public Accounting podcast, Rosenberg Associates partner Matt Rampe joins Rob Brown to dig into what it really takes to build — and execute — a strategy that holds up in a disrupted marketplace.
Drawing on decades of Rosenberg’s work with firms across North America, plus modern research in psychology, organizational behavior and change management, Matt shares the framework behind his book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success. From succession and partner alignment to pricing, talent and client mix, he connects the dots between the numbers and the human dynamics that make or break implementation.
They tackle the biggest strategic blind spots: ignoring succession until it’s an emergency, trying to be everything to everyone, chasing top-line growth while partners burn out and treating talent as an HR issue instead of a core strategic lever. Matt also explains why “focus must be an ally of strategy” and how firms can use benchmarking data without blindly copying their peers.
If you lead a CPA firm — especially a mid-sized firm — and you’ve ever watched a beautifully written plan die in the execution phase, this conversation is for you.
In this episode, you’ll learn:
- Why succession planning is both the elephant in the room and a strategic imperative
- How to identify a niche where your firm can be “number one” and defend it
- Ways to balance growth and profitability without burning partners out
- How strategic planning can elevate your entire HR system, not just fill open roles
- The three ingredients that separate firms that execute from those that don’t: accountability, leadership and compensation
- A simple, two-part question every managing partner should ask before the next retreat
Matt also shares what gives him the most hope for the future of the profession — and why, despite all the disruption, shared aspirations inside firms are stronger than ever.
24 episodes
