As I write this from my own quarantine, I can confidently say we are in uncharted waters. Suddenly we are all trying to figure out how to work remotely, what it means to be flexible and just what needs to be communicated and to whom. As accounting and business advisory professionals, your skills – and…

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It’s 2020 and a website is no longer a novelty; it’s a necessary tool for any serious business. Making that website attractive and easy to navigate is a must, and luckily, website design has evolved to the point that the task can be accomplished without too much difficulty. Too many people see design as “making…

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There’s a lot being written and talked about on firm transformation and innovation today. You can’t go a few minutes on social media without being inundated with content. There are daily articles from the industry’s top publications. Every conference has multiple speakers on the topic. Suffice it to say, the hype is strong. And while…

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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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We are seeing a transition right now. More and more firms are finally making the switch from the long-time, baby boomer managing partner to a younger, less experienced managing partner. It is a very difficult time for both of the people involved, and the firm, in general. The outgoing MP struggles with relevancy and a…

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With all of the merger activity in the accounting profession today, there is a good chance your firm has been approached to consider an upstream merger or sale. Perhaps you are seeking that as a way to address strategic needs your firm has such as the pressure to provide succession for soon-to-retire partners. Keep in…

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We are spending a lot of time these days driving change to the current public accounting business model, including pushing for not-to-exceed pricing, unlimited paid time off and uber-flexibility, and turning over the reins to younger leaders earlier.   And that’s just a tiny sampling of the changes we believe firms can – and should —…

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We find firms seeking to grow using mergers and acquisitions often start the process with too little advance preparation. This can lead to many false starts. In the worst case scenarios it can lead to: 1) failing to close a deal your firm would have benefitted from or 2) a failed merger. This blog summarizes…

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