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The CPA is the most trusted business advisor, yet many CPAs focus on transactional and compliance services rather than advisory services....

We spend one-third of our lives at work, so how can we make that part of our lives more rewardable? By building relationships at work....

Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...

Every firm is different. They come in different sizes, have different niches, processes, and cultures. But one common theme affecting...

What does your firm spend on technology? Do you get the return on investment you expect? Is your technology up to date? Are you focused...

For a while now, firm leaders and accounting professionals have been hearing the same advice: you need to transform your firm to provide...

If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...

An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...

I recently began the John C. Maxwell Certification Program to help me become a better coach and leader in our organization. One aspect of...

In every firm, marketing and business development happen throughout the year. Too often, marketing and business development work in silos...

Today, many accounting firms set themselves apart from the competition by focusing on a few niche markets or services, gaining a deep...

Most firm leaders want their team members to feel happy when they come to work each day. After all, happy employees are more productive,...

What are the best growth opportunities for most firms? The answer will likely come easily to most people: consulting and advisory...

For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...

by Deanna Perkins, Solutions Manager Turnover is an expensive problem for businesses in accounting and other industries. According to...

Last year, the IRS announced it had formally moved the question, "At any time during 2020, did you receive, sell, send, exchange or...

by Deanna Perkins, Solutions Manager Good talent can be hard to find. So when you have an ambitious, hard-working person on your team,...

The year 2020 will go down as one of interruption, disruption and innovation. Your mindset determines whether this is good or bad. I choose

Many of the businesses that make up the client base of CPA firms are tightening budgets and putting projects on hold. So a question...

I remember a book titled Work Sucks: and how to fix it written by Cali Kessler and Jody Thomson back in 2008. They correctly defined work...