Business Development

Oct 5 2022

An FAQ for Firing Clients On October 21st

2023-03-30T08:23:32-05:00October 5th, 2022|Governance/Decision Making, Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies|

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 [...]

Sep 21 2022

Curbing the Cost of Talent Turnover

2022-09-21T08:57:15-05:00September 21st, 2022|Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies|

Call it the Great Resignation or Big Quit … the fact is talent turnover is happening and it is costly. Leaders cannot blame this attrition on economic and demographic conditions alone. Instead, complacency of firm leadership also feeds this costly loss of talent. But you can take steps to minimize the costs and challenges that [...]

Jun 10 2022

Don't Repel Your People with RTO: Master Remote and Blended Instead!

2022-06-10T12:58:36-05:00June 10th, 2022|Inspired Ideas Blog, Leadership, Remote Work / ATAWW|

The business world and accounting firm community are abuzz with talk about getting people back into the office. In accounting, it has been a challenging few years, with significant client needs, low capacity, and increasing turnover. To “right the ship,” some leaders envision a return to office (RTO) as the universal solution. I don’t agree [...]

Apr 7 2022

Orientation is Not Onboarding

2022-04-07T13:23:41-05:00April 7th, 2022|Inspired Ideas Blog, Leadership|

Many firms have updated their employee orientation and onboarding processes these past couple years, and rightly so. It’s not just the move to remote that is driving this trend. In this time of the Great Talent Migration, leaders know how crucial an employee’s initial experience is in their first few months with your firm, or [...]

Jun 7 2021

Fall 2021-2022 Transformational Leadership Program™ (TLP) - Registration is Now Open

2021-08-09T15:58:12-05:00June 7th, 2021||

*This workshop is part of our 12-month Transformational Leadership Program™ (TLP) The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, [...]

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