Jun 9 2020

Strategic Reopening Considerations Amidst COVID-19

2020-06-02T14:10:21-05:00June 9th, 2020|, , , |

Tuesday, June 9th, 10:00 AM - 11:30 AM CT As the country begins to open up after the rush to remote, many firms are asking what a return to the office might look like. Each jurisdiction has unique requirements and recommendations, so there is no perfect one-size-fits-all guidance. Amidst the uncertainty, the health and safety [...]

Dec 9 2019

Inspired Ideas Podcast: Episode 1 - The Change Imperative

2020-06-07T16:53:22-05:00December 9th, 2019|Client Retention, Communication, Current Affairs, Inspired Ideas Podcast, Leadership, Next Generation|

The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways. Thus, we've named this first episode, The Change Imperative. Why is so much change happening? [...]

Sep 13 2019

Solve Your Capacity Challenges with Non-Traditional Hires

2019-11-01T16:14:12-05:00September 13th, 2019|HR/Organizational Development, Inspired Ideas, Leadership, Next Generation, Next Generation, Retention Strategies|

"Everything that can be invented has been invented." This quote is often attributed to Charles H. Duell, the Commissioner of US patent office in 1899. We know this to be far from that truth and that new inventions are happening all the time and at a faster pace than ever. Just look at our cars, [...]

Apr 10 2019

Managing Anxiety in Busy Season

2019-11-13T12:07:16-06:00April 10th, 2019|Inspired Ideas|

As we approach April 15th or other impending deadlines, whether we are the accountant or the client, we tend to get anxious.  It often feels like so much more to do than we can handle in the time allowed.  Just the word “Deadline” implies something stressful in itself.  Here are a few suggestions for changing [...]

Sep 11 2018

Three “Be” Strategies to Develop Your Confidence Through Feedback

2019-10-28T17:12:25-05:00September 11th, 2018|Leadership, Personal Development|

I’ve never been a fan of critical feedback. Entering situations where potential conversations related to my performance are a possibility, my little voice goes into high gear trying to convince me that I am a complete failure and fraud and yelling at me saying I’d be better off to just quit. This means going into [...]

Aug 30 2018

Difficult Conversations You Must Have

2018-08-30T08:39:47-05:00August 30th, 2018|Leadership, Personal Development|

The world is full of conflict.  We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a [...]

Aug 22 2018

Want to Maximize Profits? Consider Highest and Best Use

2018-08-22T09:12:45-05:00August 22nd, 2018|Current Affairs, HR/Organizational Development, Leadership, Personal Development|

According to the latest IPA benchmarking survey, CPA firm profits are under pressure. Across the Top 100 firms in that survey, talent costs are increasing faster than billing rates, resulting in a squeeze that’s reducing the bottom line. There are many strategies you can employ to relieve the pressure, and in this blog, we’ll focus [...]

Aug 17 2018

You ARE Better Off Without Them!

2018-08-17T14:03:47-05:00August 17th, 2018|HR/Organizational Development, Leadership, Next Generation, Personal Development, Retention Strategies|

I recently wrote a column for the Journal of Accountancy CPA Insider, talking to employees that are unhappy in their work. In this blog, I am talking to firm leaders about how to deal with partners who may be some of the cause of that unhappiness.  I don’t know how many times I have had Managing [...]

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

Go to Top