Industry Authority Rosenberg Associates is a well-established CPA firm management consultancy with extensive thought leadership, 16 published books, a popular weekly blog, and recognition on the Top 100 Most Influential People in Accounting list, indicating strong credibility to engage senior decision-makers at target CPA firms.

Growth Focus The firm targets profitability, growth, and management effectiveness for CPA firms, suggesting opportunities to propose services like practice management optimization, partner succession planning, and efficiency analytics to firms aiming to scale.

Proven Track Record Advising over 1,000 firms across North America and delivering the Rosenberg Survey as a benchmark indicates a broad network and proven framework that can be leveraged to upsell benchmarking, advisory programs, and custom research offerings.

Engaged Audience With a weekly blog reaching over 14,000 readers and frequent speaking/author activities at national conferences, there is a ready audience for sponsored content, training programs, webinars, and featured consulting engagements.

Mid-Market Positioning Operating in the small to mid-sized CPA firm segment with 11-50 employees and revenue in the 10M–25M range positions Rosenberg Associates as a potential partner for mid-market cloud/tech adoption, process automation, and performance benchmarking services tailored to firms of similar scale.