Structuring Compensation to Align Goals and Foster Growth
Aligning partner compensation with firm goals is critical for driving performance and growth. At Carl George Advisory, we design customized compensation structures that reward contributions, incentivize collaboration, and support long-term strategic objectives. With a balanced and transparent approach, we help firms foster unity, retain top talent, and achieve sustainable success.



Partner Compensation Consulting Explained
Developing a partner compensation plan involves several nuances that require a delicate balance between fairness, motivation, and alignment with the firm’s long-term goals. Each firm has its
unique dynamics, including varying roles, responsibilities, and contributions of partners, making it essential to create a system that both incentivizes individual performance and supports the overall health of the organization.
Objective metrics and subjective judgments must be carefully considered. Often, these dynamics are overlooked or not fully integrated into compensation models, which can lead to misalignment between partner incentives and firm objectives.
Carl George’s expertise in partner compensation is invaluable in this process. He not only identifies and addresses these critical metrics but also ensures they are incorporated in a way that aligns with the firm’s long-term strategy. By bringing these factors into the model, Carl helps create a balanced and effective compensation system that supports both partner performance and the overall health of the firm.

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

Josh Beaird

Heidi LaMarca

Michael Platt

Kris McMasters

“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
“Carl George is unquestionably one of the top consultants in the profession. He has a unique ability to relate to his clients based on his extensive experience leading a large firm. When it comes to practice management, he has been there, seen it, and navigating it, most likely. Carl has always been a big supporter of Rainmaker and of me and always acts as an advocate for his clients. He is knowledgeable and firm but also very relatable. I always enjoy working with Carl. Anyone working with him will certainly benefit from his expertise and approach.”
– Angie Grissom, CPA

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.
Navigating CPA Firm Challenges: Expert Advice on Mergers and Acquisitions
Navigating CPA Firm Challenges: Expert Advice on Mergers and Acquisitions
Effective CPA Firm Management: Best Practices for Leadership and Growth
Effective CPA Firm Management: Best Practices for Leadership and Growth
Optimizing Partner Compensation in CPA Firms: Strategies for Alignment and Performance
Optimizing Partner Compensation in CPA Firms: Strategies for Alignment and Performance
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