When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any questions and…

Read More

By now, firms know they need to change. The question now is HOW? As firm leaders read articles, attend conferences and talk to peers, it seems they are looking or hoping for the solution that will magically transform their firm. Unfortunately, there is no magic solution. However, you can take steps to determine the right…

Read More

Recently, I turned down a very good business opportunity. The opportunity presented unlimited long-term growth potential. With exceptional people who are leaders in their field. People who share my vision and values. The work provided a healthy balance of challenge, growth and fulfillment. And it paid well. You may be wondering…what was I thinking?! What…

Read More

It’s an exciting time to be an emerging leader in the accounting profession! We’re in the middle of a convergence of four opportunities that provide fantastic potential. The profession is undergoing a transformation from automation, machine learning, and big data. Leadership is turning over at a record pace as Boomers retire and Gen X and…

Read More

Have you ever wondered how you can be a better boss? If you have, I acknowledge you for asking this question. It means you want to learn. It means you want to be better. It means you care about your role, your team and your organization. Many people never even ask this question! There is a…

Read More

As a CPA firm leader, you know that your firm must embrace a consulting mindset. You are watching your tax and audit margins erode and competition intensify for clients and for recruiting and retaining top talent. You recognize the profit potential in providing consulting services to your clients and prospective clients. But recognizing a solution…

Read More

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…

Read More

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…

Read More

In firms today, there are few leaders that do not see the value in performance management (PM) and there is intense focus on creating a process that will effectively engage and motivate the team.  The desire to improve the value of time and effective outcomes are ever-increasing to find the best business strategy.  And while…

Read More

Although, it feels like it sometimes. Sometimes we have high hopes and expectations and we’re working our plan for our career or organization – then, suddenly it comes to a halt because of a mistake we make or some other unforeseen circumstance occurs. “Success is the ability to go from failure to failure with no loss…

Read More