Services

Your Success is My Passion

Regardless of where your firm is in its journey, or how green or seasoned your partners are, having an outside perspective on your team can bring extraordinary value. Rather than create cookie cutter plans or rote coaching ideas, I take the time to get to know and understand your unique circumstances so the advice I share will reap the results you want. To be effective, I:

  • Listen: Truly hear what you are saying.

  • Analyze: Carefully examine where you are and where you want to go.

  • Discuss: Have open, honest – and sometimes difficult – conversations with all parties.

  • Share: Calling upon my experience, impart recommendations and best practices.

  • Plan: Working together, create a strategic plan to achieve your vision for the firm.

  • Implement: Execute the plan with a long-term focus while addressing short-term issues.

  • Evaluate: Measure the plan’s effectiveness to ensure that it is moving your firm in the directly you want to go.

  • Adjust: As circumstances change (and they always do), fine-tune the plan for an even greater return.

  • Train: Give your leadership team the tools they need to guide the firm as it grows.

Client Testimonials

I have been working with Carl George for a few years now as my personal coach. As a new managing partner, I was looking for someone who knew what it was like to manage and motivate people. He has incredible experience as a managing partner himself and has already dealt with the same issues I am working through, from partner compensation to evaluating merger candidates to aligning everyone’s goals for a common purpose. He has been an invaluable part of our team and success because he truly cares and wants to see you be successful.

Heidi LaMarca, CPA

CEO & Managing Partner at Windham Brannon

Our firm has worked with Carl since 2016. He assisted us in developing our strategic plan and guided us through the process of changing our compensation model. His expertise and guidance was paramount to the successful transition from a formula based compensation model to a goals based model that is driving firm growth. Carl brings a wealth of experience and knowledge from the public accounting firm world that earned the trust and confidence of all of my partners from the very first meeting. He has been there every step of the way as a sounding-board, and we could not have done this without his assistance. I highly recommend Carl to any firm leader looking for real world expertise and experience to guide them through important and sometimes difficult decisions impacting firm operations and strategy.

Jackie Cardello, CPA

President & Managing Partner at GRF CPAs & Advisors

Carl did an excellent job of facilitating two of our Executive Board annual retreats.  The first retreat was so successful that the Board engaged Carl to do a follow-up retreat five years later to review what we accomplished and to refocus our efforts for the next 3-5 years. 

 

Carl’s experience in leading Clifton Gunderson through significant growth, both organic and acquisition was invaluable in guiding our discussions during these retreats.  His insights helped us focus our attention on those initiatives and priorities that would be the most effective in helping us achieve our growth goals and strategic priorities.  I would highly recommend Carl to assist with your strategic planning process and or facilitate your annual planning sessions.

Howard Kies

CEO at Cherry Bekaert

What Can I Do for You?​

Strategic
Planning
CEO &
Partner
Coaching
Partner
Compensation
Consulting
Firm Retreat
Facilitation
Partner
Conflict
Resolution
Succession
Planning
Merger &
Acquisition
Consulting
Firm
Governance
& Structure
Outside Board/ Executive Committee Member

Contact me today to learn more and discuss how I can help your firm.

Email Carl
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