Plan With Carl

(317) 850-1921

Plan With Carl

Carl George

Explore expert perspectives on the latest industry trends and challenges. From actionable strategies to thought leadership, our insights are designed to help CPA firms thrive in an ever-evolving landscape.

21
May
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Unlocking Sustainable Growth in CPA Firms: Strategies for Organic, M&A, and People-Driven Expansion

In today’s dynamic accounting landscape, CPA firm growth is more than a goal—it’s a necessity. Whether your objective is to remain fiercely independent or prepare for a future of strategic alliances or consolidation, having a defined accounting firm growth strategy is essential to remaining relevant, profitable, and future-ready in a profession evolving at a rapid […]
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Strategic Planning for CPA Firms: Charting a Course for Sustainable Success

In the fast-paced world of accounting, taxes, and advisory services, where regulatory changes, industry trends, and client expectations continuously evolve, having a well-defined strategic plan is the cornerstone of a successful CPA firm. Yet, all too often, accounting firms neglect this critical process, leaving their future to chance rather than charting a deliberate course. Coming […]
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Carl George, CPA, CGMA

CEO/Owner Carl George Advisory

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As a former CEO of a top national firm, he understands the challenges firm leaders face—because he’s faced them too. Carl is a highly recognized expert in M&A, private equity, governance, partner compensation, succession planning, and more. 

Bringing real-world experience to his consulting, Carl guides firms through high-stakes decisions with clarity and confidence. When you work with Carl, you access a breadth of insight and knowledge that few consultants in the industry can offer.

Categories

Latest Posts

CPA Firm Growth
21 May 2025

Unlocking Sustainable Growth in CPA Firms: Strategies for Organic, M&A, and People-Driven Expansion

19 May 2025

Strategic Planning for CPA Firms: Charting a Course for Sustainable Success

CPA Firm Partner Compensation Plan Blog
10 May 2025

Developing an Effective Partner Compensation Plan for CPA Firms

Contact Carl

Fill out the form, send us and email or give me a call to schedule a consultation or ask a question. My team or I will respond promptly to assist you.

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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.

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    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!