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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....

When most people think about data analytics, they think about dashboards, spreadsheets and algorithms. While these are all elements of...

Prior to the pandemic, many firm leaders discouraged employees from working from home, believing face time and in-office collaboration...

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...

Many people think about marketing in terms of bringing on new clients. But what happens after clients sign on the dotted line? Of course,...

Two major forces impact firms today. First is the need to shift toward more advisory and consulting services. Second is the intensified...

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...

Earlier this year, I shared How to Use Content Marketing to Improve Your SEO. As a follow-up to that post, I thought I would share how to...

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

Accounting firms are accustomed to running pretty lean with their technology. When you hire a new employee or something breaks, it’s...

Every accounting firm leader has a choice right now: disrupt yourself or let someone else do it. Yet for many, the word disruption feels...

In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...

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...

In-person and virtual attendees alike are back to work after last week’s Boomer Technology Circles Summit. This annual event brings...