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By Kristen Rampe
Talent Retention & Development

Your strategic plan is a great visionary document. First of all, because you have one, and have formulated where you want to steer your firm over the next few years. And secondly, because every owner of your firm knows what the plan is. They probably even nodded in agreement during the planning session (we’ll leave the topic of buy-in for another day).

With every living set of ideas like a strategic plan, there are undoubtedly changes, updates, progress, regress, adherence, and abhorrence. Overall, though, it’s meeting your expectations and serving as a solid drop in the ‘planning is everything’ bucket.

But is your strategic plan doing as much for you as it can? We have been surveying CPA firm team members and asking them what characteristics of their firm they felt were being done well or well communicated, and which weren’t. The strategic plan is a topic that came up with some strong data.

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Kristen Rampe



About the Author

Kristen Rampe, owner of Rampe Consulting, got into accounting the way most people did: She liked math. She joined the Big 4 out of college and held on for three enlightening years in audit. After finding the long-hours-lifestyle to be more than she was after, Kristen quit public accounting for the first time and ended up in industry at one of her clients.

Eighteen months, and a fraud investigation later (no, not for her own acts), she jumped back into public at a regional firm in San Francisco. This time she eased out of audit to help form a SOX compliance team from the ground up and led a variety of intriguing and unique consulting projects.

Fast-forward seven years, she realized her strongest technical talents were those in the areas that were not considered "technical" as a public accountant; you know the ones: communication, client service, and building great teams. Kristen decided to use her strengths to bring these essential skills back to the industry she's known from the inside.

Her work now enables deeper client relationships, stronger team collaboration, and increased efficiency; all leading to higher profitability for CPA and professional services firms.  She loves what she does and welcomes the opportunity to work with people who value relationships and communication as a component of success.

Click here for more by Kristen Rampe