5 Steps for Increasing Your Connection With Clients

Your clients drive your business model. This is why, in these tough times, it’s so important to connect with them and show them you care. Your clients have likely felt a sense of panic over the public health situation, the economy, their own customer base, and their employees.  They may be facing a tension between…

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10 Keys to Success for Emerging Leaders

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…

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3 Steps for Building a Strengths-Based Firm

The war for talent has been going on for quite a while, and your team is feeling the impact. Staff is overextended. You’re losing key team members to other firms and they need to be replaced. You know you want the best possible hire, someone who can quickly start contributing and who will hopefully stay…

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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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Want to Keep Your Next Gen? FLEX!

Our 2016 Anytime, AnywhereTM Work Survey Will Show You How   We’re excited to present the results from the ConvergenceCoaching 2016 Anytime, AnywhereTM Work Survey, celebrating our third year studying public accounting firm flexible work initiatives. In this first blog in our series, we’ll share the highlights of this year’s survey with responses from 160…

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5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

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Anytime, Anywhere Work™ Survey Says Measure Differently to Flex Time

In the recent IPA/ConvergenceCoaching Road to Retention survey, an astounding 60% of the over 723 young accounting professionals we surveyed said the element of work they least enjoy is the hours.  As firms continue to move towards a flexible work environment, one of the biggest challenges is around this “time” paradigm. For instance, while 97%…

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How Ya Gonna Keep ‘Em?

There is a World War I era song titled, How Ya Gonna Keep Em Down On The Farm, after they’ve seen Paris (pronounced in the song as Par-ee)? Farm boys had gone off to war in Europe at a time when farm boys knew no other life than the one they were living on the farm. Up…

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Building Your Bench for Succession – A Few Ideas to Help You

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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Keeping Your Team Members Connected, Engaged and Energized

A recent survey conducted by the AICPA showed one of the biggest concerns accounting firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession.  As the economy takes a turn for the better, the rate at which team members are leaving their current employment or…

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