4 min read
Fifteen Years with an Advisory Board: What Every CPA Firm Leader Should Know
Back in the mid-90s, our firm followed the same playbook as most CPA firms: bring in a well-known consultant for our annual firm retreat, develop...
Timely Articles on Growth Strategy and Creating Partnerships
4 min read
Back in the mid-90s, our firm followed the same playbook as most CPA firms: bring in a well-known consultant for our annual firm retreat, develop...
4 min read
By focusing on these six leadership traits, you can create and support environments where employees are motivated to stay and work. There’s been no...
5 min read
In 2025, LinkedIn isn’t just a platform: it’s a decision point. Whether it’s a potential client, future talent, or a potential referral source, the...
5 min read
The digital landscape for accounting firms has fundamentally shifted. Every firm knows it needs a comprehensive digital transformation strategy—one...
3 min read
Accounting and consulting firms must embrace new pricing models and artificial intelligence to remain competitive in a rapidly changing world....
5 min read
Last month, I went down the rabbit hole of watching Band of Brothers—and both of its ‘brother’ miniseries, The Pacific and Masters of the Air. I have...
4 min read
It’s time for us to break up with rigid strategic planning processes that hold us back from spurring growth. Instead, consider testing these methods....
4 min read
The accounting profession stands at a crossroads. Traditional CPA firms face unprecedented disruption from technological innovation, changing client...
4 min read
When accountability overshadows inspiration, talent walks out the door. Leaders in every industry, not just professional services, are falling into...