rampe: make strategy stick | gear up for growth

five steps turn vision into execution.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

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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partner pay hits $615,000 but lags behind revenue growth

 

precision management now drives partner prosperity.

now available from 卡塔尔世界杯常规比赛时间 here

 

precision management now drives partner prosperity.

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

after years of strong top-line expansion, cpa firm partners are finding their personal earnings growth lagging behind overall revenue gains, according to the 2025 rosenberg survey.

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

average income per equity partner is rising just 3.2 percent this year to $615,000, compared with double-digit revenue increases in the last two years. the survey concludes that leverage, the ratio of professional staff to partners, and billing rate management remain the most decisive drivers of profitability.

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cpa firm growth slows to 7.9% after two-year surge

expansion gives way to strategic adaptation.

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

available from 卡塔尔世界杯常规比赛时间 here

after two years of double-digit expansion, cpa firm growth is cooling.

average revenue growth among firms over $2 million is falling to 7.9 percent this year, down from 10.7 percent in 2023 and 2024.

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

the slowdown, while modest, signals that the post-pandemic boom driven by mergers, tax complexity and advisory demand is giving way to a more mature phase marked by tighter margins, higher costs and the growing influence of private equity, according to the 2025 rosenberg survey, the accounting profession’s leading management benchmark.

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weiner: leadership lessons from a billion-dollar builder | gear up for growth

great firms are built, not bought.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
.

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

in this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here.

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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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