News & Insights

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.

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
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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.
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Strategic Planning in CPA Firms

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.
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Carl George, CPA, CGMA

CEO/Owner Carl George Advisory

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.

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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.

    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!