Elevate Your Client Service through Project Management

As I travel the country working with the best of the best CPA firms to help them improve their processes, people development and ultimately profitability, I’m often reminded that one of the toughest positions inside CPA firms today is the mid-level. Every firm is a little different in what they call their mid-level, whether it…

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3 Key Lean Improvements

As we head into another busy season, many firm leaders are finalizing an implementing the changes they have made since last year with an eye toward improving efficiency, capacity, consistency and ultimately, client value – essentially implementing Lean Six Sigma. If you’re already working in a Lean firm, then you’re currently working in a culture…

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The Search for Sustainable Employee Engagement

Firm leaders throughout the country are looking for ways to increase employee engagement and motivation. Often, they are frustrated when they hear reports that the only answer is increasing employee compensation. While compensation is undoubtedly important, I believe if we focus strictly on compensation we will miss some of the most important drivers of engagement…

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Keeping Your Team Members Engaged and Energized

A survey conducted by the AICPA showed one of the biggest concerns firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession. In recent years, the rate at which team members are leaving their current employment or seeking further opportunities is accelerating. Many of the…

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The #1 Thing Holding You Back

What is the number one thing that holds you back from being the best leader you can be? I believe the answer is quite simple. It’s you…yes, you are the one holding yourself back. More than the “people who make your life difficult.” Even more than the “cards you’ve been dealt.” It’s the beliefs you…

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Stop Solving Everyone’s Problems

As a CPA, I spent many years being a problem solver. As an auditor, my trained tendency was to audit things…to correct and fix them. This habit helped me excel in the technical aspects of my job. But to my husband…well, I’m not sure he found me irresistible when I was correcting his statements or…

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Staying Positive

At this time of the year, the various busy season deadlines, spring upon us, and new activities thrown into our schedule require increased time and effort, driving our stress level up. Here are six ideas to help maintain positivity – and even reduce the feeling of stress – that you can practice during these peak…

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