Accounting Today Podcast Strategic planning for CPAs
14 snips
Jul 14, 2025 
Matt Rampe, a partner at Rosenberg Associates and author of an upcoming book on strategic planning, shares his insights on the crucial need for accounting firms to adopt strategic planning. He discusses how firms often overlook this essential task in the hustle of daily operations. The conversation highlights the shift required from a technical focus to a business-oriented mindset, the involvement of diverse stakeholders in creating inclusive strategies, and the importance of accountability and leadership engagement for future growth.
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Mindset Shift in Planning
- Strategic planning is often skipped due to busyness, but it's actually a mindset shift.
- Firms successful at planning do it to solve fundamental business challenges, not as a later task.
Disruption Necessitates Planning
- The accounting industry faces multiple simultaneous disruptions like private equity and AI.
- This convergence makes strategic planning more crucial than ever for future readiness.
Five-Step Strategic Planning System
- Use the "eye five" system: Initiate, Identify, Vision, Innovate, Implement.
- Limit priorities to four main initiatives with clear leadership and accountability for success.
