Tax Season Debrief Considerations

Roman Kepczyk

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled as close as possible after the tax deadline while the experience is still fresh in your…

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Diversity, Equity and Inclusion in Accounting: What Is Ours to Do?

The murder of George Floyd on May 25, 2020 heightened many Americans’ awareness of the deeply rooted, systemic racism that has existed in our country since inception and continues to evolve over the years. As a profession that has been historically dominated by white people – white men, in particular, considering even today, women represent…

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Moving from a Performance Culture to a Growth Culture

For years, the accounting profession has been focused on performance. The work we do is complex, and firms have a lot of competition to attract and retain quality clients, deliver engagements efficiently and effectively, remain profitable and grow. The irony is that focusing on performance doesn’t always deliver the desired results. The problem with performance…

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5 ways to navigate the discomfort of change

As we emerge out of the cocoon we’ve all been living in the past year and a half, countless opportunities to transform your accounting firm await. However, opportunities usually don’t come without their challenges. As you make this shift into the future over the next few months, it’s likely that you’re already becoming aware of…

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Coaching Requires Compassion

Compassion isn’t an emotion that comes naturally to me. On the Myers-Briggs Type Indicator (MBTI) Personality Assessment, I’m an ISTJ, and it’s those last two letters that get in my way. TJs are rational and logical versus emotional. We prefer to address problems objectively using data – create a pros and cons list, compare the…

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It’s Time to Embrace Virtual Learning

If you’re one of the thousands of people who has recently transitioned to a remote work environment, hopefully you’re beginning to find your rhythm. The current pandemic has forced some professionals to adopt work from home (WFH) protocols, and some firms to support it perhaps before being “ready”. There is no doubt that the accounting…

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To Address Racism at Work: Stop Microaggressions First!

With this month’s trial of Derek Chauvin for the murder of George Floyd, reflections about the past year’s events involving George Floyd, Ahmaud Arbery, Breonna Taylor, Christian Cooper, and Jacob Blake are stirring new support for racial justice and equality. Organizations and CPA firms have been making public declarations, posting in social media and funding…

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Accounting Firm Revenue Growth Stuck? Check Your Marketing, Business Development Alignment

Marketing and business development. When these two functions work in tandem, accounting firm growth can soar; however, too often, misaligned – or unclear – goals and expectations lead these two revenue generators to work independently and become counterproductive. Many professionals get tripped up trying to do both at the same time, so understanding the goal…

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