Rosenberg Associates Blog
Kristen Rampe, CPAMulti-partner CPA firms need to ensure the right person or people make comp allocation decisions. In addition to the mechanism used to allocate income, such as a formula or the criteria used in partner evaluations, firm owners need to specify who will determine the allocation. Sometimes that means “who’s on the comp committee,” but it…
Amanda Lilley, CPA, SHRM-CP, PHRManaging the productivity of remote workers is an undeniably critical challenge for many organizations. When offering a remote work option, firm leaders grapple to find the right balance between micromanaging and giving employees too much leniency, especially with newer, less experienced staff. To address these challenges, firms should invest in strategies that give them a…
Marc Rosenberg, CPADon recently passed away peacefully at his home at the age of 88. Who was Don Scholl? I’m glad you asked. He was not a CPA but knew our business better than most CPAs. He was one of the first consultants to understand that CPA firms should be managed like a real business instead…
A satirical blog post in celebration of April Fool’s Day, as featured in Accounting Today. New technology from progressive generative AI firm C.P.A.AI has been put to the test this year. In January, their AI Busy Season Bot was launched to an audience of CPAs eager to get their hands on the advanced technology….
To non-sports people, forgive me for telling a sports story I heard on a radio program. Our local basketball team, the Chicago Bulls, have a player named Zach Levine, who has been an all-star and is in the prime of his career. But he missed a month due to injury. Prior to his injury, the Bulls…
Matt RampeArtificial Intelligence (AI) has made a huge splash, to say the least, in the last twelve months. What will its ultimate impact be on CPA firms? Here’s a roundup of what we know so far… and what is yet to be determined. What we know so far ChatGPT launched on Nov. 30, 2022, and rapidly…
QUESTION FROM A READER We didn’t contemplate an owner leaving before normal retirement age unless it was due to death or disability or we had to fire them. However, as we were discussing hypotheticals at a recent partner meeting, we came to the uncomfortable conclusion that, currently, there’s nothing to stop owners from accumulating large…
In celebration of the 30th anniversary of Rosenberg Associates, I’ve collected 30 highlights, captivating reads, and inspirational ideas for you, our readers and clients. Some touch on the past, some on the future, and plenty on the present day, but all are here for your enjoyment. Bits of History In 2011, I left my last…
March 1, 2024, marks the 30th anniversary of Rosenberg Associates, consultants to CPA firms in North America. Thirty years have gone by so quickly, and it’s been an incredible journey! After merging with Kristen Rampe’s consulting firm, I went from being a “one-man show” to being part of a growing, thriving (and younger!) nine-person organization….
Recently, the Virtual Roundtable Group (VRT), a managing partner group founded by Art Kuesel and Marc Rosenberg, convened an in-person meeting in Austin, TX, to exchange ideas about CPA firm best practices. Kristen Rampe of Rosenberg Associates expertly led the group discussions. The firms ranged in size from $10M to $30M and were located from…
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