Jeff Rosen is the Managing Partner of RS&F, a leading business advisory and CPA firm that provides advisory, tax, and accounting services to a diverse client base, including family offices, ultra-high-net-worth individuals, and middle-market organizations. With a strong focus on strategic insights and an entrepreneurial approach, Jeff has played a key role in shaping RS&F’s success. Under his leadership, the firm has continued to grow while maintaining the core values that set it apart in the industry.
In this Q&A, Jeff discusses RS&F’s unique approach to client service, the impact of AI on the accounting industry, and how the firm is positioning itself for future success.
RS&F has built a strong reputation in providing accounting and advisory services to various industries. Can you share what sets RS&F apart from other firms?
RS&F differentiates itself through a combination of business advisory expertise and traditional CPA services on a dynamic service platform. Since our inception, we have redefined the standard for client service by offering strategic insights, focused attention, and an entrepreneurial approach that aligns with our clients’ evolving needs. Our commitment to accountability, compassion, and innovation allows us to serve as true partners of our clients, providing tailored guidance to help businesses and individuals navigate complex matters.
As a managing partner, you’re involved in both the strategic direction and day-to-day operations of the firm. What are the key challenges you face in balancing these two aspects, and how do you navigate them?
Leading RS&F requires balancing long-term planning with near-term operational execution. As we continue to grow, it is essential to stay true to our firm’s original vision and core values while adapting to an ever-changing business environment. I lead with an entrepreneurial mindset, fostering a culture of accountability, empowerment, and ownership thinking. This ensures that while we expand our services and capabilities, our team remains agile and focused on delivering exceptional client service.
Technology and automation are rapidly changing the accounting landscape. How is RS&F integrating new technologies to stay ahead of industry trends while maintaining the personalized service clients expect?
Embracing technology is crucial for staying competitive, and at RS&F, we view AI and automation as powerful enablers rather than threats. AI isn’t here to replace professionals; rather, it enhances our ability to innovate, solve complex problems, and deliver more client value. We encourage our team to explore new technology, and how it can be used to grow our platform for the benefit of the client and team experience.
Looking ahead, what do you see as the most important opportunities or challenges for the accounting industry, and how is RS&F positioning itself to adapt to those changes over the next few years?
The biggest opportunities and challenges in the accounting industry revolve around talent alignment, technological advancements, and the evolving needs of clients. Accountants of the future need to be aligned with the needs of clients, which will require them to have the skills necessary to meet client demands. In many cases, this will require universities to adjust their curriculums and firms to evolve their professional development agendas. In terms of technology, we are committed to leveraging AI and automation tools to enhance efficiency without losing the personal touch that sets us apart as client partners. Our philosophy and mindset enable us to stay ahead of industry shifts, continuously innovating to provide forward-thinking solutions. By embracing change and investing in quickly advancing technology and processes, we are ensuring that RS&F remains a trusted partner for years to come.
