Last year, we declared the first Friday after the fall busy season National Fire Some Clients Day™ and asked firm leaders to join us in right-sizing their client bases to increase capacity and provide relief for their team. We were blown away by the response to our client culling initiative and received wonderful feedback from [...]
By now, I hope you've heard that we've declared the first Friday after May 15th and October 15th each year to each be National Fire Some Clients Day. We truly believe that firing clients can be both an immediate, emergency measure to make breathing room for both leadership and team members in your firm and it can [...]
By now, I hope you've heard that we've declared October 21st National Fire Some Clients Day. We truly believe that firing clients is an immediate, emergency measure to make breathing room for both leadership and team members in your firm. Firing clients symbolizes your firm's commitment to right-sizing your capacity going into the Spring busy [...]
For Immediate Release: Bellevue, NE, September 22, 2022: ConvergenceCoaching®, a remote, blended and flexible leadership consulting firm working exclusively with accounting and consulting firms and associations, has declared October 21st "National Fire Some Clients Day™." "Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it," stated Jennifer Wilson. "Capacity-building [...]
We are in the midst of the “Great Resignation,” an inflationary period, changing and increasingly complex regulations and standards, coming off of a pandemic that literally rocked our world, and experiencing the highest volume of work most firms have ever seen. To compound this, we are seeing declining accounting undergraduate and Master’s degrees, lower college [...]
The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that [...]
The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is [...]
We kicked off the season of Advent this past Sunday, which is a time of anticipation and preparing for Christmas. The initial gospel readings did not start out so well, however, as the stories were about people who were fraught with worry and anxiousness, weary about what was happening in the world. It made me [...]
In the October 18, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss priorities for HR leaders to drive or focus on for the next 8-10 weeks before the next busy season, ranging from PTO, culling clients, office mandates and demonstrating gratitude. Join us next week for a live discussion of all things leadership -- [...]
CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple: because [...]
Mark your calendars! We've got a summer packed with webinars on topics to take your firm to the next level, from business model shifts, succession planning, and strategies to improve delegation! Check out our full line up here.
Join us on May 31st from 10:00-11:40am CT to Building a Truly Progressive, Talent Forward Firm for ideas to shift your firm's culture and identify new strategic priorities to inspire, empower, and retain your top talent. Register for the webinar here.
