About Carl George, CPA, CGMA

The Advisor CEOs/MPs Turn To For Future-Shaping Decisions

Carl George brings the perspective of a former CPA firm CEO, helping today’s Managing Partners and CEOs navigate succession, governance, M&A, and partner dynamics with clarity and confidence.

I’ve lived the challenges of leading a CPA firm. Now I help leaders make decisions that shape culture, strengthen alignment, and move firms forward with clarity.

CARL GEORGE, CPA, CGMA

Master Negotiator

Proven Track Record in Mergers & Acquisitions

Customized Succession Planning

Conflict Resolution Expertise

Industry Leadership Perspective

Master Negotiator

Proven Track Record in Mergers & Acquisitions

Customized Succession Planning

Conflict Resolution Expertise

Industry Leadership Perspective

Master Negotiator

Proven Track Record in Mergers & Acquisitions

Customized Succession Planning

Conflict Resolution Expertise

Industry Leadership Perspective

Why Leaders Work With Carl

Leading a CPA firm means balancing culture, partners, and growth — often all at once.

Carl George has lived those challenges, and today he helps other leaders move through them with clear direction.

Whether coaching MPs, guiding strategic retreats, advising on governance and compensation, or serving as an outside Executive Committee member, his role is to bring perspective and alignment to the decisions that matter most.

Carl George’s Expertise

Managing Partners and CEOs often turn to Carl when the guidance they need can’t be found inside their own firm. Having led a Top 20 CPA firm himself, Carl brings the perspective of someone who has sat in their chair — and the skill to translate that experience into practical, actionable solutions.

Executive Coaching: What sets Carl apart is relatability. He’s led a firm from the top seat, so when he coaches today’s MPs and CEOs, his guidance reflects the realities they face, not theory from the outside.

Strategic Planning Retreats: Having led countless retreats, Carl knows a plan only matters if it’s usable. He helps firms build concise, actionable strategies — not 100-page reports — so leaders stay aligned and accountable.

Partner Compensation: Few advisors combine Carl’s technical skill and leadership experience. He helps CEOs assess outdated models, design new structures, and communicate changes in a way partners will embrace.

Governance & Decision-Making: Carl has lived the evolution of governance. He shows firms how to adapt structures and decision-making processes as they grow — ensuring authority, accountability, and alignment keep pace with scale.

Succession: Transitioning leadership is among the most delicate moments a firm will face. Carl draws on his own succession experience to help firms prepare successors and manage the cultural and personal dynamics of change.

Mergers & Acquisitions: With hundreds of transactions behind him, Carl helps firms evaluate when to merge, when to walk away, and how to weigh today’s trends like private equity and outside investors. His guidance balances opportunity with long-term stability.

Executive Committee & Board Service: Many firms benefit from an outside presence at the leadership table. Carl serves as a trusted Executive Committee member and board advisor — providing independent perspective and a steady voice of reason.

Where It All Began

Carl George’s perspective comes from experience few advisors can match.

As CEO of Clifton Gunderson, he guided the firm through decades of sustained growth — scaling revenue fivefold and building a culture of leadership that carried well beyond his tenure.

His career reached a high point with the merger of Clifton Gunderson and LarsonAllen, creating CliftonLarsonAllen, now one of the largest CPA firms in the nation. That merger was recognized across the profession as a transformative step in reshaping the competitive landscape and strengthening opportunities for future generations of leaders.

Scaled Clifton Gunderson from $50M to $250M in revenue
Built a leadership bench that outperformed expectations
Guided the merger that formed CliftonLarsonAllen, a Top 10 U.S. firm

Accolades and Recognition

Recognized Leadership in Empowering Firms to Succeed

I’ve been fortunate to be recognized multiple times by Accounting Today as one of the “Top 100 Most Influential People in Accounting.” What I’ve always enjoyed most is helping other firms succeed—whether it’s facilitating strategic planning retreats, creating succession plans, resolving partner conflicts, coaching the next generation of leaders, or guiding firms through mergers and acquisitions. That’s why, after retiring from CLA, I launched Carl George Advisory in 2013 to continue doing what I love: advising professional service firms in the areas I know best.

Accounting Today Top 100 Most Influential
INSIDE Public Accounting Top 10 Consultants
A Proven Track Record of Industry Recognition
Consistently named one of Accounting Today’s “Top 100 Most Influential People in Accounting,” I’ve been honored for my leadership and contributions to the profession.
Unlocking Solutions For Firms Challenges
From strategic planning to succession and conflict resolution, I specialize in guiding firms through their most pivotal decisions to ensure long-term success.
Building a Legacy of Excellence Through Advisory
Since founding Carl George Advisory in 2013, I’ve focused on sharing decades of expertise with professional service firms to help them grow, innovate, and thrive.

Shaping the Industry Through Leadership and Advocacy

My involvement in the industry has gone far beyond my work with Clifton Gunderson and CLA. I’ve been honored to serve on the AICPA board and to chair key committees, including the Major Firms Group and the Management of an Accounting Practice (MAP) Committee. In 2007, the AICPA recognized my contributions with its Special Recognition Award for Financial Literacy.

I’ve also served as chair of the National CPA Financial Literacy Commission and was inducted into the Advisory Board Hall of Fame in 2009. Today, I remain active with the Illinois and Indiana CPA societies, continuing to stay connected to the profession that has meant so much to me.

Honoring Roots, Building Futures, and Shaping Excellence

I’m proud to be a Ball State University alumnus, where I earned both my bachelor’s degree in accounting and my master’s degree in management. For over 30 years, I’ve personally funded a scholarship for accounting students and served on the College of Business’ Advisory Board. I’ve been deeply honored to receive Ball State’s Lifetime Achievement Award, induction into the Miller College of Business Hall of Fame, and the Alumni Award of Distinction.

My career has been defined by a commitment to growth, leadership, and innovation. I take great pride in helping firms navigate their challenges, seize opportunities, and achieve their fullest potential. It’s been an incredible journey, and I’m excited to continue making an impact in this ever-evolving profession.

explore Services

Tailored Solutions, Proven Results.

Having guided CPA firms through mergerscompensation restructuring, and governance, I bring an unparalleled depth of industry knowledge. I don’t just advise; I walk with you every step of the way.

“As a consultant, I’m dedicated to sharing my experiences, best practices, and lessons learned with professional service firms. I help clients overcome challenges, seize opportunities, and strategically shape the future of their organizations for long-term success.”

What Firm Leaders Say

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The Future Of Your Firm Depends On Today’s Decisions

Work with Carl George, a CPA firm advisor with the experience to guide succession, compensation, and growth.

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    Regardless of the size of your accounting firm, or whether you are a new partner or seasoned managing partner, Carl George Advisory will partner with your firm to help you reach your goals and objectives.

    Address
    P.O. Box 6214, Fishers, IN 46038
    Phone or SMS
    317.850.1921
    Email Address
    carl@carlgeorgeadvisory.com
    lisa@carlgeorgeadvisory.com
    Hours
    We know CPA schedules can be demanding, especially during peak seasons. Carl George understands the unique time constraints of CPA professionals and strives to provide flexible availability to accommodate your needs. Whether you’re looking for a quick consultation or have detailed inquiries, Carl is committed to responding promptly and scheduling discussions at times that work best for you. Reach out today to find a time that fits into your busy calendar!
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    Contact Carl George

    P.O. Box 6214, Fishers, IN 46038

    Call us: 317.850.1921

    Mail: carl@carlgeorgeadvisory.com
    lisa@carlgeorgeadvisory.com

    We know CPA schedules can be demanding, especially during peak seasons. Carl George understands the unique time constraints of CPA professionals and strives to provide flexible availability to accommodate your needs. Whether you’re looking for a quick consultation or have detailed inquiries, Carl is committed to responding promptly and scheduling discussions at times that work best for you. Reach out today to find a time that fits into your busy calendar!