Maintaining Chemistry & Engagement in Remote Relationships

Over the past year, thought leaders in every industry and profession have put their figurative pens to paper, writing about communication and engagement with remote coworkers and team members. Of course, it’s just as important to maintain strong relationships with clients even though we may not be able to meet with them face-to-face. Like so…

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Moving from a Performance Culture to a Growth Culture

For years, the accounting profession has been focused on performance. The work we do is complex, and firms have a lot of competition to attract and retain quality clients, deliver engagements efficiently and effectively, remain profitable and grow. The irony is that focusing on performance doesn’t always deliver the desired results. The problem with performance…

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Normalizing Remote Work

It seems hard to believe right now, but just a few months ago, people were arguing that remote work couldn’t be efficient or effective in an accounting firm. Recent events put that theory to the test, and many of those naysayers have changed their tune. Still, it’s essential to consider that even as states and…

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Guiding Your Talent Through Challenging Time

As we continue to navigate these uncharted waters, I thought I should share some thoughts and best practices for seeing your people through these tough times. Remain positive Personally, my own emotions and anxiety levels have been up and down as I watch the news, talk to friends, family members, clients and colleagues. I imagine…

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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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7 Tips for Developing a Personal Strategic Plan

Life is like a book. The phases you go through are the chapters that define who you become. Developing the chapters of your life can be a rewarding and exciting activity if you develop a plan and follow the process. Much like the strategic plan that you develop for your firm, a personal strategic plan…

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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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The Value of Continuous Performance Improvement

In firms today, there are few leaders that do not see the value in performance management (PM) and there is intense focus on creating a process that will effectively engage and motivate the team.  The desire to improve the value of time and effective outcomes are ever-increasing to find the best business strategy.  And while…

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