Inhale deeply through your nose, hold for a few seconds, and exhale completely. Inhale deeply through your nose, hold for a few seconds, and exhale completely. Repeat a couple more times and then notice how much quieter your mind is and how much more relaxed your body is. This tried and true stress buster works!…

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I recently had the honor of presenting on the topic of change management, with my friend and fellow industry consultant Guy Gage of Partners Coach, at the Accounting Today Growth and Profitability Summit.  For those who know me well and have been following my writing over the last seven years, I often like to combine…

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Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…

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There are two common misconceptions some people have regarding process improvement initiatives. First, one school of thought believes you can’t be more efficient without negatively impacting quality. This couldn’t be further from the truth. I’ve written substantially about this in the past and it’s a core topic we discuss in all of our client organizations…

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78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off.  But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…

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Where are the pilots? “Attention ladies and gentlemen.  We are fully boarded and your flight attendants are ready to go.  Unfortunately, we’re still waiting for our pilots.  It should only be a few more minutes until they get here and we can take off.” This was the way I started a blog post awhile back. …

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I recently experienced a first with regard to facilitating a Lean project in public accounting.  This is newsworthy because I’ve worked with over 100 project teams in my lean consulting career, a majority of which have been in public accounting.  I was working with a tax team in a multi-office regional CPA firm and we…

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