

Carl George Advisory will guide your firm toward growth, stability, and long-term success.
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.
Get in Touch
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.
Address
Phone or SMS
Email Address
lisa@carlgeorgeadvisory.com
Hours

Locations Carl Serves
With a national reach and deep expertise in the unique challenges CPA firms face, Carl is equipped to provide tailored consulting services to firms across the United States. No matter where your firm is located, Carl offers strategic insights and practical solutions to help you achieve your goals.
Alabama | Alaska | Arizona |
Arkansas | California | Colorado |
Connecticut | Delaware | Florida |
Georgia | Hawaii | Idaho |
Illinois | Indiana | Iowa |
Kansas | Kentucky | Louisiana |
Maine | Maryland | Massachusetts |
Michigan | Minnesota | Mississippi |
Missouri | Montana | Nebraska |
Nevada | New Hampshire | New Jersey |
New Mexico | New York | North Carolina |
North Dakota | Ohio | Oklahoma |
Oregon | Pennsylvania | Rhode Island |
South Carolina | South Dakota | Tennessee |
Texas | Utah | Vermont |
Virginia | Washington | West Virginia |
Wisconsin | Wyoming |
New York City, NY | Los Angeles, CA | Chicago, IL |
Houston, TX | Phoenix, AZ | Philadelphia, PA |
San Antonio, TX | San Diego, CA | Dallas, TX |
Austin, TX | San Jose, CA | Fort Worth, TX |
Jacksonville, FL | Columbus, OH | Charlotte, NC |
Indianapolis, IN | San Francisco, CA | Seattle, WA |
Denver, CO | Washington, DC | Boston, MA |
El Paso, TX | Nashville, TN | Detroit, MI |
Oklahoma City, OK | Las Vegas, NV | Portland, OR |
Memphis, TN | Louisville, KY | Baltimore, MD |
Milwaukee, WI | Albuquerque, NM | Tucson, AZ |
Fresno, CA | Sacramento, CA | Mesa, AZ |
Kansas City, MO | Atlanta, GA | Miami, FL |
Omaha, NE | Raleigh, NC | Long Beach, CA |
Virginia Beach, VA | Oakland, CA | Minneapolis, MN |
Tulsa, OK | Arlington, TX | Tampa, FL |
New Orleans, LA | Wichita, KS | Cleveland, OH |
Tailored Solutions, Proven Results.

Having guided CPA firms through mergers, compensation 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.”

Partner
Compensation
Aligning compensation with performance is key to driving firm success. At Carl George Advisory, we design fair, transparent, and strategic partner compensation structures that reward contributions, incentivize growth, and align with your firm’s long-term objectives. Our approach ensures clarity, fosters collaboration, and helps firms retain top talent while achieving sustainable results.
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Mergers
and Acquisitions
Successful mergers and acquisitions require careful planning, expert negotiation, and seamless execution. At Carl George Advisory, we guide firms through every stage of the process—identifying opportunities, structuring deals, and ensuring smooth integration. Our approach maximizes value, minimizes disruption, and positions your firm for long-term growth and success.
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Governance
and Structure
Effective governance is the backbone of a well-run firm. At Carl George Advisory, we help firms establish clear structures, streamline decision-making, and enhance leadership effectiveness. By building robust frameworks, we create a foundation for accountability, efficiency, and sustainable growth.
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CEO and Partner
Coaching
Strong leadership drives firm success. At Carl George Advisory, we provide personalized coaching for CEOs and partners to enhance leadership skills, improve collaboration, and navigate complex challenges. Our tailored approach empowers leaders to inspire teams, align strategies, and achieve lasting results.
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Strategic
Planning
Achieving long-term success requires a clear vision and actionable strategy. At Carl George Advisory, we work closely with firms to develop tailored plans that align leadership, prioritize goals, and drive sustainable growth. Our strategic approach ensures your firm stays focused, adaptable, and positioned for the future.
Learn MoreFrequently Asked Questions
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?


Step 4
Confidential Survey
Distribute a survey to all firm owners and key leaders to collect anonymous input on relevant areas within the engagement scope.
Step 5
Preliminary Report Drafting
Compile the observations and recommendations into a preliminary report, summarizing findings from discussions, financial analyses, and survey responses.


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