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rampe: make strategy stick | gear up for growth

five steps turn vision into execution.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on the latest episode of “gear up for growth,” host jean caragher interviews matt rampe, partner at rosenberg associates and author of the forthcoming book, “cpa firm strategic planning: your roadmap for long-term success,” about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “the book was in my brain for a long time before it got put on paper,” he says. “when i started writing, it actually came pretty quickly—but i learned there’s a lot more to making a book than a word document.”

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring baby boomers, and a shift toward advisory services. “what worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “the old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. we need to be nimble.”

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rosenberg map: staff turnover falls to record low

are cpa firm retention tactics finally paying off?

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

staff turnover at cpa firms has fallen to its lowest level in years, signaling that the profession’s investments in culture, compensation and flexibility are paying dividends.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

the 2025 rosenberg map survey reports average professional staff turnover at 11.1 percent, down sharply from 18.8 percent in 2022 and the lowest since before the pandemic, marking a major shift after years of talent turbulence.

firms that struggled to recruit and retain staff during the labor shortages of 2021 and 2022 now report greater stability and stronger pipelines.

“this trend may reflect firms’ stronger retention strategies,” the survey notes. “lower turnover not only reduces recruitment and training costs, but also helps preserve institutional knowledge and maintain stronger client relationships.” read more →

how to build a thriving firm without burnout

smiling woman writing notes with pen and paper while other hand is on laptop keyboard

an eight-point quick-start guide for new accounting firms.

by jackie meyer

running your own cpa firm can be deeply rewarding. it offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. however, the risks of burnout and workaholism are real for cpa firm owners who don’t manage their workload and boundaries intentionally.

more: the six-stop road map to your freedom formula | the future of tax advisory | your balanced millionaire journey begins now | it’s never too early to plan your exit strategy | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | how to define your vision
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this guide provides actionable strategies to help you run a successful and balanced cpa practice that works for you – not the other way around.
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bissett bullet: our firm prides itself on underresourcing your future

today’s bissett bullet: “as the old saying goes, we esteem too lightly that which we obtain too cheaply. that goes for low fees in the accounting profession too.”

by martin bissett

when you lowball a fee, do you instill confidence in the prospective client that you’ll be giving your full and very best attention and resources to their account? from real-life feedback, i can advise that grade “a” prospects doubt that very much.

today’s to-do:

when you next lowball a fee, create a justification in your mind for doing so beyond “we need the business” and explain it to the team who will have to deliver the work under such tight margins. they will benefit from the understanding and morale might not take as big of an intangible hit as it usually does in these cases.

see more bissett bullets here

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rosenberg survey: efficiency slips as staffing expands

now available from 卡塔尔世界杯常规比赛时间 here

productivity drives profitability as never before.

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

after several years of steady gains in productivity, cpa firms are seeing a slight decline in revenue per person, suggesting firms are adding staff faster than they are growing revenue, even as hiring rebounds and turnover drops.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

according to the new 2025 rosenberg survey, the erosion in average revenue per full-time equivalent employee comes after consistent increases from 2020 through 2024. larger firms are still posting the highest efficiency levels. but the overall trend points to a mild dilution of productivity as practices rebuild teams and expand support infrastructure following years of lean staffing. read more →