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Time to Initiate Planning: What Do We Want to Accomplish?

four businesspeople seated around table with whiteboard behind them

Why psychological safety is so important.

By Matt Rampe

You’re at the starting line! You know what strategic planning is and why it matters, and you’re ready to begin. This article will tell you all about how to start strategic planning. It’s called Stage 1: Initiate.

MORE: Why Strategic Planning Matters More Than Ever
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While we eventually will cover the whole 5i process, it’s worth noting that this process can be tailored to your firm, so feel free to take pieces of it that may apply and leave behind any that don’t, based on your situation. You’ll find many useful tools and ideas even if you don’t use the whole framework.
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PRO Member Exclusive

Why Strategic Planning Matters More Than Ever

Ten benefits and ten challenges.

diagram
Based on a concept by Eric Teller, director of Google X

By Matt Rampe

Our world is changing at an increasing rate.

Eric Teller, CEO of Google X research and development lab, says that “even though human beings and societies have steadily adapted to change, on average, the rate of technological change is now accelerating so fast that it has risen above the average rate at which most people can absorb all these changes.”

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This probably will not come as a surprise. Artificial intelligence, cloud-based solutions, automation and data analytics are rapidly advancing and changing the way accountants work forever.

And the rate of change is not limited to just technology. Barry Melancon, former CEO of the AICPA, said, “We faced a level of disruption none of us had ever experienced before,” at the end of 2020, but the changes have not stopped or slowed. Similarly, in an Accounting Today article, current AICPA CEO Mark Koziel said, “You’re going to hear, ‘Disrupt, disrupt, disrupt.’ I hate that word. How many people want to be disrupted? How many people want a root canal? But the whole marketplace is being disrupted – it’s not just us.”
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OUTLOOK & ANALYSIS

Disruption Is the ‘New Norm’ for the Accounting Profession

Every year, the 2025 Rosenberg MAP Survey asks the industry’s top consultants to share their observations from CPA firms across the country: How do you think the next 12 months will unfold? Trends? Predictions? Other thoughts? Also, how would you assess the last 12 months? Trends? Observations? Struggles?

Three questions to ask.

By Matt Rampe
 The Rosenberg Survey

Private equity will keep making inroads and driving consolidation. We may see some early PE-backed winners (windfall buyouts) and losers (talented partners, staff and clients exiting the PE model).

MORE: The 2025 Rosenberg MAP Survey is available from CPA Trendlines here.

Artificial intelligence and technology will continue to drive innovation on our work. It remains to be seen whether the efficiency gains will be in stair steps – or just incremental progress.
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OUTLOOK & ANALYSIS

Solving Staffing Requires Intention

Man in suit with hand extended, coworkers in background

“Getting work was easy, but getting it done was hard.”

By Matt Rampe
The Rosenberg National Survey of CPA Firm Statistics

The staffing struggle won’t turn around overnight. Firms that want to succeed need an intentional strategy on recruiting and retaining talent.

EDITOR’S NOTE: Every year, The 2024 Rosenberg National Survey of CPA Firm Statistics asks the profession’s top consultants two sets of questions:

    • How do you think the next 12 months will unfold? Trends? Predictions? Other thoughts?
    • How would you assess the last 12 months? Trends? Observations? Struggles?

MORE: How Accounting Firms Are Handling the Staff Shortage | The Future of Fees | As Private Equity Closes In, Firms Seek New Answers to Staffing Problems | When Staffing Falls Short, Clients Get Culled | How Accounting Firms Are Dealing with Retirement | Next Five Years Are Critical for Accounting Firms | Staffing Turnover’s Down, But Why? | What’s Your Firm Worth? Private Equity Wants to Know | The New Pipeline: Outsourcing and Offshoring | Is This the Last Year of Accounting’s Golden Age?
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Private equity and technology will continue to advance. This will create a more competitive landscape, with more firms innovating on all aspects of the traditional CPA firm model.
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OUTLOOK & ANALYSIS

The Big 3 Success Tips for 2024

three coworkers wearing suits, smiling and talking

Profitability is just part of the picture.

By Matt Rampe
The Rosenberg MAP Survey

Over the next 12 months, three big disruptions will shake the accounting industry.

MORE: Firms Must Choose Best Workplace Model | Tech, Capital Will Drive Accounting Profession Growth | ‘Great Shakeup’ in CPA Firms on the Way | PE, Consolidations to Keep Impacting Accounting Profession
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Fortunately, there are at least three ways that firms can prevail.

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