The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, recently held its annual meeting to discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges.  Following the meeting, CPACA members were asked to comment on the single most…

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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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When I teach topics like deepening client relationships and delivering exceptional client service, I discuss the importance of proactively meeting with clients outside of your regular engagement to further your relationship, identify any potential service issues and uncover new opportunities to add value. Participants nod their heads in agreement and some even approach this discussion…

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Partners often tell me that one of their number one succession concerns is who will ascend to partner.  The perception is that “there is no one interested in becoming a partner these days.”  Yet, when I talk to managers and senior managers (and even staff!), they are interested, but they don’t really know what means…

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Every CPA we meet is committed to delivering exceptional client service. However, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients.  Since client retention has consistently been one of the top five issues for…

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The CPA Consultants’ Alliance (CPACA), a group of thought leaders working together to further leadership within the CPA profession, met recently to identify and discuss the most pressing leadership challenges facing the CPA profession and identify solutions to address these challenges.  Following the meeting, CPACA members were asked to identify the single most significant leadership…

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