Is Your Firm Achieving Digital Growth?

A look at your firm’s digital growth journey. Some accounting firms have committed to digital transformation, spending the last five, even 10 years adopting new technology and creating a digital-friendly environment. While firms like that exist and are arguably leading the market, many firms have barely even begun. The last two years catalyzed adoption of…

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3 Reasons Firms Don’t Invest in Leadership Development

 Many firms don’t get ahead because they don’t prioritize leadership development. The current market climate for accounting, not to mention the pace of change in the industry, has a lot of managing partners carving a hard boundary line for new initiatives. Often placed in the extras category, is leadership development. This is a mistake.  Investing…

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Leadership Training: the Problem isn’t “What,” it’s “Who”

Firms are making efforts to invest in leadership training programs which inevitably experience a low ROI. After the first few attempts, results-oriented leaders invariably give up, writing off the experience as a failed experiment. Sometimes, it is. But as someone who has dedicated the latter part of my career to leadership development, I would offer…

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Strategic Planning: How to Pass the Baton With Greater Success

Building and executing a long-term strategic plan is the cornerstone of success for every firm. And yet, managing partners often fail to set aside the time to do exactly that. The time partners spend working in the business simply doesn’t leave enough time to work on the business. This is an error that will catch…

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Time is Running Out for Planning for Uncertainty


The clock is ticking. Where is your firm headed? Part two of two.  I shared my thoughts on the first two webinars in Accounting Today’s “The Pandemic and The Profession” (“The virtual workplace” as the new normal and “The crisis in industry talent”) I did with Gary Boomer, Allan Koltin, and Daniel Hood here. We…

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How far out is the future of your firm?


Firms need to make tough decisions today about how to move forward tomorrow Part one of two.  Gary Boomer, Allan Koltin, and I have worked together for more than twenty years. We have seen many changes, both good and bad, in the accounting industry in that time. So when Accounting Today brought us together for…

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