Guiding Leaders to Overcome Challenges and Drive Excellence
Truly successful leaders understand the value of guidance and support from experienced coaches
and mentors. Carl George Advisory provides CEO and Partner Coaching services, offering leaders the
opportunity to gain insights, refine strategies, and strengthen decision-making.
Gain valuable insights from someone who has been in your shoes
With Carl’s extensive experience as a former CEO and partner in large firms, he brings a unique perspective to leadership coaching that empowers leaders to reach their fullest potential. His approach is practical, results-driven, and tailored to the specific needs of each leader and firm.
CEO & Partner Coaching Explained
True leaders recognize that they cannot excel in every area of their business on their own. While they rely on their internal teams for expertise in specific areas, there are times when external coaching and mentoring are invaluable.
For Managing Partners, CEOs, department leaders, and rising stars, having someone they can trust—someone who has been in their shoes—to help successfully navigate the complexities of uncertainty can significantly impact leadership outcomes.
Carl George brings decades of experience to the table, offering the guidance and perspective needed to navigate uncharted territories, refine leadership skills, and grow as a more effective leader.
As a seasoned mentor who has successfully guided hundreds of leaders, Carl George can help navigate challenges, provide objective advice, and enable leaders to make well-informed decisions that drive their personal growth and contribute to their firm’s success.
Other Services
Strategic Planning
CEO & Partner Coaching
Partner Compensation Consulting
Firm Retreat Facilitation
Partner Conflict Resolution
Succession Planning
Extensive Experience, Relatable Insights, and a Tailored Approach
With a career spanning decades of transformative leadership, Carl George has left an indelible mark on the CPA industry. His expertise continues to inspire excellence and innovation.
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.
Testimonials
Real Stories From Industry Leaders Who Trusted My Expertise
Leaders from top firms trust Carl George Advisory to transform their strategies. With results that last, I’ve become a trusted partner to firms across the country.
Deepa Bhat, CPA, CFE, ACA
Bradley J. Weckwerth
Heidi LaMarca, CPA
Josh Beaird, CPA, CIA
Michael Platt
Kris McMasters, CPA
“As a young leader of a legacy firm, Carl has been an invaluable coach and resource for my growth. His relatable demeanor allows us to have candid conversations, so I can learn from his experience, ask questions, and be challenged in my thinking. The two years our firm has worked with Carl has accelerated my personal leadership development and put our firm on a sustainable path.”
– Josh Beaird, CPA, CIA, CEO
“We engaged Carl George over ten years ago to facilitate our firm’s strategic succession planning meetings as we were facing the challenge of turning the page from the firm’s second generation of shareholders to third generation of shareholders. Carl’s understanding of the profession as a whole, our position in the market place, and the sensitivity of succession assisted us in building out our firm’s vision and developing actionable strategies to help us get to where we decided to go. “
~ Bradley J. Weckwerth, President/Managing Shareholder of Vrakas CPAs + Advisors
I Can Help You Scale, Optimize and Grow Your Firm, Starting From Today
Leaders from top firms trust Carl George Advisory to transform their strategies. With results that last, I’ve become a trusted partner to firms across the country.
Can you help develop/update our strategic plan?
Why should I have a partner compensation process?
How long have you been helping firms with Mergers and Acquisitions?
What size firms do you work with?
Featured News and Insights
Read and update the latest news from us. Donec eu magna quis felis tristique pretium in in odio.
How to Increase Profitability and Growth In Your CPA Firm
Strategic Planning for CPA Firms and Sustainable Success
Choosing the Next Managing Partner In A CPA Firm
Choosing the Next Managing Partner In A CPA Firm
Developing an Effective Partner Compensation Plan for CPA Firms
Developing an Effective Partner Compensation Plan for CPA Firms
Why CPA Firms Need an Executive Committee and Outside Board Member
Managing Partner Succession Selection Process For CPA Firms
Managing Partner Succession Selection Process For CPA Firms
Frequently Asked Questions.
Find answers to common questions about our services, approach, and expertise. Whether you’re exploring strategic planning, partner compensation, or mergers and acquisitions, our FAQ page provides clarity on how Carl George Advisory can help your firm achieve its goals.
Case Studies
Explore our library of case studies showcasing real-world solutions to complex challenges faced by CPA firms. From navigating mergers and acquisitions to restructuring partner compensation and fostering sustainable growth, each case study highlights actionable insights and measurable results. Click below to learn how firms like yours achieved their goals
Begin your
Journey with Carl George Advisory
Have questions about CPA firm strategy, partner compensation, mergers and acquisitions, or governance? Let’s connect! Carl George offers expert advice tailored to your firm’s unique challenges and opportunities Whether you’re a CPA firm leader seeking guidance or an industry consultant exploring collaboration, Carl is here to help you navigate complexities with confidence and clarity.
I Can Help You Scale, Optimize and Grow Your Firm, Starting From Today
My mission is simple: to help leaders of CPA firms unlock their full potential by aligning strategy with action. With decades of experience navigating the complexities of firm leadership, I offer solutions that are not just theoretical, but practical, actionable and successful. Together, we’ll build a stronger, more resilient firm that thrives in any market condition.
– Carl George
Owner Carl George Advisory