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
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!

    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.

    By State By City
    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
    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.”

    To know more about us

    Frequently Asked Questions

    Can you help develop/update our strategic plan?
    Yes, I can assist with developing or updating your strategic plan. A well-crafted strategic plan aligns the firm's vision with the ownership group's objectives, ensuring that everyone is working toward shared goals. Updating the plan every year is crucial in maintaining cohesion and driving consistent progress within the partner group.
    Why should I have a partner compensation process?
    Having a partner compensation process is essential to ensure all owners and partners are aligned and working toward the same goals. It creates consistency and transparency, aligning compensation with the firm's vision and strategic objectives. Without such a process, the partner team may lack cohesion, making it challenging to achieve the firm’s vision and objectives.
    How long have you been helping firms with Mergers and Acquisitions?
    I bring decades of experience in the M&A field, having participated in hundreds of transactions. Throughout my career, I have developed and refined proven strategies for achieving successful outcomes in mergers and acquisitions.
    What size firms do you work with?
    I work with firms of all sizes, from sole proprietorships to organizations with up to 500 partners.

    Step 1

    Initial Discussions

    Meet with the Managing Partner to explore opportunities, review firm performance and history, discuss the culture, and identify any potential issues or barriers to success.

    Step 2

    Financial Analysis

    Gather and analyze key financial documents, including past performance reports, the operating agreement, owner compensation structures, and the governance framework of the firm.

    Step 3

    Confidential One-on-One Meetings

    Conduct individual discussions with all firm owners and key leaders. These confidential sessions will focus on future opportunities, potential challenges, and any barriers to success.

    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.

    30 Years Helping CPA Firms Grow

    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

    01. What are your fees?
    My fees are competitive within the industry, and I provide clients with a detailed proposal outlining the steps involved and the associated costs for each phase.
    02. Do you provide one-on-one coaching?
    Yes, I offer one-on-one coaching. As a leader in the industry, I believe in the importance of mentoring and supporting current and future leaders. Many firm leaders lack a trusted confidant to help them navigate their challenges, and that's where I can make a difference. I foster an open dialogue, encouraging discussions on any topic. Drawing from my extensive experience and the lessons I've learned throughout my career, I provide insights and best practices to facilitate meaningful conversations.
    03. Are My Coaching Sessions confidential?
    Yes, all coaching sessions are strictly confidential. As a leader in the profession, I understand the importance of creating a safe space for my clients. I want you to feel comfortable discussing any issues, knowing that your privacy is respected and protected.
    04. Can you help redesign our partner compensation plan?
    Yes, I can assist with redesigning your partner compensation plan. My approach begins with a thorough review of the existing plan and system. I then gather input from all stakeholders involved in the compensation process. Using a combination of objective and subjective criteria and metrics, I help design a system that aligns with the firm’s vision and strategic goals.
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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!
    x

    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!