We have all been to a doctor who 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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Many accounting professionals realize that in order to be successful in their careers and to help build their firms, certain initiatives must be achieved. A good mix of leading the firm, nurturing and serving clients and building business is the key to the long-term success of the organization. The truth is, successful people have adopted…

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Accounting firm leadership continues to struggle with effective succession planning execution. There are many reasons for this, but the top two may be: (1) the number of retiring partners is far greater than the number of managers who are ready to assume a partnership role, and (2) many firms have not incorporated a growth culture…

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Tax season. Opportunity season. Whatever you call it, one of the downsides is the potential for team member burnout before, during, or after the April 17 deadline. The corporate and individual tax deadlines are brutal in a normal year, but when coupled with the recent tax law changes and all the uncertainty surrounding them, you’d…

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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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