Charles joined The Growth Partnership in 2001 as a Shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co.
As a shareholder, Charles’ passion is to help each client succeed as a business owner. To this end, he is a trusted advisor to clients within several areas of TGP’s service offerings, including marketing, training, strategic planning, financial benchmarking, and leadership development.
Charles works closely with TGP clients to create high-impact marketing plans focused on implementation. As a practice management consultant, he draws upon his practical, “can-do” approach to help firms create and execute long-term plans and realistic succession strategies. On the leadership development side of TGP, Charles facilitates several different training offerings that equip partners and future partners with the skills needed to successfully manage and lead their firm. Finally, Charles leads the efforts on bringing The Rosenberg Survey and the IPA Practice Management Survey, both benchmarking reports, to the accounting marketplace. Between the two surveys, financial information from nearly 1000 accounting firms is being gathered and used by leaders across the accounting profession to better manage their firms.
Current role