Leaders struggle, too. By now, many of us have settled into a “new pandemic normal,” which basically means trying to move forward with our day-to-day responsibilities with zero clarity about what the future holds. Things are not getting easier, are they? Let’s take a step back for a moment and acknowledge the situation we are in.…

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But there is a BIG issue lurking that can sabotage your firm’s move to a truly virtual Anytime, Anywhere Work™ firm and it’s called “SLUDGE.” In “real life,” sludge is defined as a muddy substance, dirty oil, sea ice, mire, muck and any number of other unproductive substances that slow or bog things down.  We first heard of sludge…

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When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any questions and…

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By now, firms know they need to change. The question now is HOW? As firm leaders read articles, attend conferences and talk to peers, it seems they are looking or hoping for the solution that will magically transform their firm. Unfortunately, there is no magic solution. However, you can take steps to determine the right…

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Recently, I turned down a very good business opportunity. The opportunity presented unlimited long-term growth potential. With exceptional people who are leaders in their field. People who share my vision and values. The work provided a healthy balance of challenge, growth and fulfillment. And it paid well. You may be wondering…what was I thinking?! What…

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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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Have you ever wondered how you can be a better boss? If you have, I acknowledge you for asking this question. It means you want to learn. It means you want to be better. It means you care about your role, your team and your organization. Many people never even ask this question! There is a…

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As a CPA firm leader, you know that your firm must embrace a consulting mindset. You are watching your tax and audit margins erode and competition intensify for clients and for recruiting and retaining top talent. You recognize the profit potential in providing consulting services to your clients and prospective clients. But recognizing a solution…

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What is the number one thing that holds you back from being the best leader you can be? I believe the answer is quite simple. It’s you…yes, you are the one holding yourself back. More than the “people who make your life difficult.” Even more than the “cards you’ve been dealt.” It’s the beliefs you…

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As a CPA, I spent many years being a problem solver. As an auditor, my trained tendency was to audit things…to correct and fix them. This habit helped me excel in the technical aspects of my job. But to my husband…well, I’m not sure he found me irresistible when I was correcting his statements or…

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