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Mar 12 2014

Leadership Spotlight: Raleigh Cutrer, CPA/PFS/ABV

2019-10-29T10:56:24-05:00March 12th, 2014|Leadership|

Raleigh is a long-time friend and client of ConvergenceCoaching and he loves his work! He says “I get to help businesses and individuals solve tax, business and sometimes family problems. I enjoy working with family businesses and professionals who desire to have a CPA that thinks like a businessman.” As a shareholder at Matthews, Cutrer [...]

Mar 7 2014

Beating the Sunday Blues

2014-03-07T11:36:13-06:00March 7th, 2014|Leadership, Personal Development|

Remember when you were a child and Sunday nights were so difficult because they meant you were returning to school the following day? Your two glorious days of being able do as you please, to stay up later at night and sleep in longer in the mornings, were over and you were forced to face [...]

Feb 26 2014

Don’t Deduct Your Health During Busy Season! ― Part 1

2019-10-28T17:26:31-05:00February 26th, 2014|Guest Blogger, Personal Development|

This week’s blog is part one of a two-part series from guest blogger Irene Marth. She is a Certified Personal Trainer and a lifestyle and wellness coach. Irene works to improve the overall quality of life for those she trains and coaches by adapting physical and mental behavior to work with and achieve their lifestyle [...]

Feb 19 2014

When Too Much Is Not Enough

2014-02-19T15:06:15-06:00February 19th, 2014|HR/Organizational Development, Leadership, Personal Development, Succession|

I recently counseled a father (let’s call him Mike) who had built a successful small business over a period of several years. He hired his unemployed son, (let’s call him Jerry) because of the strained economy and made him a manager. Recently Mike decided to retire. Sometime after retiring, Mike discovered that the business was [...]

Feb 12 2014

Leadership Spotlight: Katie Sterling, Principal, Wertz & Company LLP

2019-10-29T10:56:42-05:00February 12th, 2014|Leadership|

Katie has impressed us as a bright, high-energy YOUNG leader contributing to her firm at a level well beyond her years. She has worked in public accounting since 2007 and her experience includes working with closely held businesses and their owners, as well as working with start-up companies to solve business issues, simplify processes and [...]

Feb 5 2014

Two Simple Questions To Ask Your Clients

2014-02-05T14:00:06-06:00February 5th, 2014|Client Retention, Communication|

Every CPA we meet is committed to delivering exceptional client service. However, as we embark on one of the busiest times of the year, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients. Since [...]

Jan 29 2014

Adapting When the Unthinkable Happens

2014-01-29T13:58:52-06:00January 29th, 2014|Leadership, Personal Development|

There are events in our lives that may take us by surprise and cause a lot of stress and possibly grief at times. Events like losing a job, being in a car accident, or acquiring an illness or debilitating injury, can stop you in your tracks and force you to change your immediate plans to [...]

Jan 23 2014

Are You a Drainer or a Replenisher?

2014-01-23T09:02:11-06:00January 23rd, 2014|Leadership, Personal Development|

As we come to the end of the year, everyone gets caught up with the wonderful idea of a “new year” in which we can wipe the slate clean, start fresh and get (even more) serious about achieving the goals that eluded us in the “old year” that just ended. And just a few weeks [...]

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