Matt Rampe: Building a Roadmap when the Road Doesn't Exist | The Disruptors

CPA Trendlines Podcasts

Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

7d ago 1:05:12

MP3•Episode home

Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog.
The Disruptors
With Liz Farr
Matt Rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” The combination of a staffing crisis, retiring baby boomers, AI, private equity, and tax law is creating “the fog,” a period in which the path forward isn't just unclear; it's fundamentally unknowable.
To address “the fog,” his new book, CPA Firm Strategic Planning: Your Roadmap for Long-Term Success, lays out a framework grounded in decades of consulting experience with Rosenberg Associates, combined with research on organizational change, leadership psychology, and what drives team performance. “Strategic planning, in my mind, is the venue by which you analyze and think through those issues, put them up, not just out of reactivity,” Rampe explains. It means “really stepping back and looking at the big picture of the industry and your firm and your situation, and then making choices that you're aligned with.”

MORE STREAMING: Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on 'Progress,' Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |

According to Rampe’s research, strategic planning fails most often at the execution stage. Nearly two-thirds of respondents reported that “execution fails after the planning meeting.” Firms gather, generate good ideas, identify priorities, and then get pulled into their day-to-day work, and nothing happens. Or they put off strategic planning altogether until some imaginary day when they might have time.
“One of the insights is you need to spend time working on the business, not just in the business, because the in the business is going to drown you,” Rampe explains. The way you solve that is "not working harder in the business. It's working, prioritizing, working on the business.”
Rampe’s book outlines his Five I framework, which helps firms work through strategic planning and implement those plans by developing accountability throughout the firm. Each of the I’s has a main question attached to it, designed to invite curiosity.

596 episodes

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent