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Selecting a new managing partner is one of the most consequential decisions a CPA firm will make. This blog breaks down a real-world approach to leadership transition—one that prioritizes firm values, partner input, and strategic alignment. Learn how a thoughtful process can uncover the right leader for this moment in your firm’s journey.
Why CPA Firms Need an Executive Committee or Outside Board
An executive committee or outside board member can elevate a CPA firm’s governance structure, drive strategic planning, and bring independent oversight. From succession planning to executive compensation, these senior committees offer objectivity and best practices. Whether you're scaling or reevaluating firm leadership, adding executive leadership expertise can deliver clarity, accountability, and competitive advantage to your firm
Sustainable Growth in CPA Firms: Strategies for Organic, M&A, and People-Driven Expansion
Discover proven sustainable growth strategies for CPA firms, from organic growth and advisory services to mergers and acquisitions. Learn how accounting firms can increase profitability, expand service offerings, and build stronger client relationships in today’s evolving accounting landscape.
Strategic Planning for CPA Firms and Sustainable Success
In today’s rapidly changing accounting landscape, CPA firms can no longer afford to operate without a clear strategic plan. Strategic planning isn’t about predicting the future—it’s about preparing for it. This blog explores how a well-designed plan aligns your leadership, sharpens your vision, and creates a roadmap for sustainable growth and firm-wide accountability.
Developing an Effective Partner Compensation Plan for CPA Firms
Outdated compensation models can hold CPA firms back, focusing too heavily on metrics like billable hours while overlooking leadership, mentorship, and strategic impact. Learn how an effective partner compensation system should balance performance metrics with recognition of broader contributions, aligning partner rewards with firm goals.
Preparing Your CPA Firm for a Private Equity Acquisition: Essential Steps and Strategies
Discover how CPA firms can prepare for private equity investment with expert guidance from Carl George Advisory on strategy, culture, succession, and deal structure.