Feb 12 2016

What Grade Would Your Clients Earn?

2016-02-12T15:31:19-06:00February 12th, 2016|Client Retention, Communication, Leadership, Succession|

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 [...]

Nov 5 2015

How Does Your Firm Measure Success?

2015-11-05T14:33:40-06:00November 5th, 2015|Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Remote Work / ATAWW, Succession, Web/Tech|

More Results from our 2015 Anytime, Anywhere Survey We are enormous proponents of anytime, anywhere work programs. This past spring, we conducted our 2015 Anytime, Anywhere Work Survey and began publishing the results in an ongoing blog series (read the “big picture” results here and the benefits firms are realizing with flex here). In the [...]

Oct 7 2015

Transition is All Around Us

2015-10-07T14:16:45-05:00October 7th, 2015|Client Retention, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Personal Development, Succession|

Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the [...]

Aug 26 2015

Our 2015 Anytime, Anywhere Survey Results Are In!

2015-08-26T04:57:15-05:00August 26th, 2015|Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership, Remote Work / ATAWW, Succession, Web/Tech|

Firms Continue To Migrate AWAY From Time and Place. In early June, we launched our 2015 Anytime, Anywhere Work Survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were amazed to see a 57% increase in participation this [...]

Jul 8 2015

Three Realms of Leadership

2015-07-08T07:41:37-05:00July 8th, 2015|HR/Organizational Development, Leadership, Personal Development, Succession|

With most firms experiencing the succession of one or more partners or senior leaders over the next ten plus years, developing leaders is a must to ensure the sustainability of your firm. According to the 2012 (and 2008) AICPA’ PCPS Succession Survey, the number one challenge hampering the firm’s succession strategy is that “Senior partners [...]

Jun 24 2015

Relentless Recruiting

2015-06-24T16:43:03-05:00June 24th, 2015|Communication, HR/Organizational Development, Succession|

In this third blog in our series on recruiting, we are going to share best practices for staying on top of your recruiting efforts and tracking your results using an organized, systematic approach. We want you to develop a recruiting process that is ingrained in your firm and happens on a regular basis, even when [...]

May 7 2015

Fellow Millennials: They Call Us Entitled, But Our Future IS In Our Hands

2015-05-07T14:14:13-05:00May 7th, 2015|Communication, Current Affairs, HR/Organizational Development, Leadership, Succession|

In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of [...]

Apr 29 2015

Finding Success in Recruiting Requires a Change in Philosophy

2015-04-29T15:22:11-05:00April 29th, 2015|Communication, HR/Organizational Development, Succession|

Public accounting is experiencing one of the toughest periods of staffing in our profession’s history, and we believe it is just beginning. 78 million Baby Boomers are planning to retire over the next 10 – 12 years while there are fewer than 50 million Gen Xer’s to succeed them. Millennial accountants (33 and younger – [...]

Mar 4 2015

Put Me In, Coach! Grooming Your Future Leaders For The Major League

2015-03-04T16:51:28-06:00March 4th, 2015|Communication, HR/Organizational Development, Leadership, Personal Development, Succession|

Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready [...]

Enroll your experienced leaders in our Client Advisor Program™ (CAP), which kicks off on August 23rd!

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