3 min read
Advisory Services vs. Advisory Mindset: The Real Path to Becoming a Trusted Advisor
In an era where CPA firms are battling commoditization, talent shortages, and rising client expectations, one truth has become clear: it’s not enough...
Timely Articles on Growth Strategy and Creating Partnerships
3 min read
In an era where CPA firms are battling commoditization, talent shortages, and rising client expectations, one truth has become clear: it’s not enough...
5 min read
Today, many accounting firms continue to operate with an internal paradox: expecting partners and managers who were primarily rewarded for technical...
3 min read
Let’s be honest. Most mentorship programs in professional services firms are well-intentioned, loosely organized and ultimately, underwhelming. You...
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...