Inevitably, as one year draws to a close and another is quickly upon us, December engenders a period of contemplation – reflection on family, health, financial well-being, and goals both achieved and unrealized. We all think we’ve done well, but there is always room for improvement. For those of us leading accounting firms, it is…

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In 1999, the partners at SS&G made a decision to have me reduce and eventually eliminate my client load. The ultimate goal was for me to dedicate my time entirely to one client: SS&G. The logic it followed was that it would enable me to lead to lead via planning, strategy, and execution. When we…

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I knew a consultant, Don Istvan (z”l) and many years ago, I heard him speak about “The Tornado.” The Tornado referred to a graph he’d show in his presentations depicting charge hours versus non-charge hours at “Firm X.” The graph depicts the partners with the least charge hours and staff with the most. If one…

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To everything there is a season. Nature. Life. Accounting is no exception. We’re in a strange industry. Perhaps more than others, the purpose of our time is dictated by the season. Tax Season. Busy Season. Planning Season. January through April we’re so involved with our core business that we spend all our time servicing clients.…

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Over the years, effort has been made by firms to invest in leadership training programs which inevitably experience a low ROI. Leadership training can be defined in many ways with different vendors providing services and ambiguous results. Firms with the resources to do so often develop their own programs. Others have to “make do” with…

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If the accounting industry wants to attract and retain exceptional Millennial talent, we are going to have to accommodate their paradigm shift. So, the question then becomes, “What does a Millennial Workplace look like?”

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