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 CPA Trendlines

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.”

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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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Jen Cryder: Collapse of the CPA Firm Pyramid | Gear Up for Growth

Relationships, Not Technology, Will Define Success.
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Gear Up for Growth
With Jean Caragher

“More than anything else, I think CPAs have this incredible opportunity right now to redefine our relevance in the future,” Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs, says in the new episode of Gear Up for Growth with host Jean Caragher. “What CPA meant for the last hundred years was relatively static. All of that has changed.”

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Cryder says that the profession is at a pivotal moment. While artificial intelligence and new market entrants are transforming service delivery, Cryder stressed that the profession’s true competitive advantage lies in human connection.

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Ellen Choi: It’s ‘Go Time’ for AI | Gear Up for Growth

AI Readiness Gap Threatens CPA Firm Competitiveness.

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Gear Up for Growth
With Jean Caragher

“This is a make-or-break year for AI in accounting,” says Ellen Choi, a co-founder of Aiwyn.ai, the AI-powered practice management platform. “Firms that don’t move now will start to see a widening gap between themselves and competitors who have already begun building these capabilities,” Choi tells Jean Caragher in the new episode of Gear Up for Growth.

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The serial entrepreneur and early-stage investor warns that timing is critical: Firms that delay risk falling behind. With even basic AI tools capable of delivering immediate productivity gains, firms that act quickly can improve efficiency, enhance client experience, and create capacity for growth. Choi identifies two additional critical issues firms must address now to remain competitive: AI readiness and workforce upskilling.

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Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth

How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck.

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Gear Up for Growth
With Jean Caragher

For CPA Trendlines

“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.” 

Download Michelle River’s slide deck here

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River tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data. 

River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says

River leaves three top takeaways for CPA firms:

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Geof Brown: The Three Things You Can’t Ignore | Gear Up for Growth

Illinois CPA Society CEO lays out the three big challenges.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

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“What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society.

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“Be flexible. Be nimble,” he tells Jean Caragher in this episode of Gear Up for Growth. “Surround yourself with the right people and take advantage of opportunities that help you lead into the future.”  READ MORE →