A recent survey of Managing Partners in an international alliance found that 85% of Managing Partners say they need younger leaders to step up, yet 93% of Young Leaders say Managing Partners won’t invest in them. Further, 100% of the Managing Partners say it will cost the firm significantly to replace an Emerging Leader and…

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A recent survey conducted by the AICPA showed one of the biggest concerns accounting firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession.  As the economy takes a turn for the better, the rate at which team members are leaving their current employment or…

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Can you name the top two key factors to an accounting firm’s success? If you said Employee Satisfaction and Client Satisfaction, then you are exactly right. You have probably thought about it, some of you may have even tried to conduct a survey before, so why the hesitation and procrastination? The topic of surveying comes…

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When New Year’s Eve rolls around every year, I get energized about the new version of me that will emerge in the next year. Yes, I am one of those annoying people who do this. I am always open for a chance at a new beginning. I am just wired that way. I did the…

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I recently facilitated a panel discussion with three managing partners. The topic of discussion was around developing future leaders. They also shared best practices around creating a culture focused on creating value for clients, and not just what we ordinarily think of as value. True value and deep relationships that come from a focus on…

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There is a real epidemic in the accounting profession today.  The disease has a couple of different names; some managing partners refer to it as lack of accountability while others talk about the complacency syndrome.  Our discussions with accounting firm leaders during the last year have highlighted seven primary symptoms of this condition. You might…

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We have all been to a doctor that had an impeccable bedside manner and we tend to remember it for a while. Bedside manner is the way a doctor interacts and communicates with us, their patient, and it is most memorable when we have an ailment that is either extremely concerning, painful, embarrassing or all…

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Synopsis: In today’s competitive environment, the author provides a useful strategy for meeting new prospects and keeping them interested. People are inundated by all kinds of sales offers and tend to close their ears before a pitch is even made. They don’t want to be sold, which causes distrust and implies a hidden agenda. This…

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Being productive at work sounds simple. Do the best you can every day. Unfortunately, it is much more complicated due to the never ending demands that are placed upon us and by us. It is also extremely difficult because we get sidetracked by countless distractions while we are at work. From home responsibilities to virtual…

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