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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Make Your Website Accessible for Everyone

It wasn’t that long ago that accounting firms – and nearly everyone else – were rebuilding their websites to be responsive, so they were easy to read and accessible regardless of the device used to access the site. Now it is time to take that one step further and make your website ADA compliant.  …

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Tax Season Debrief Considerations

Roman Kepczyk

One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled as close as possible after the tax deadline while the experience is still fresh in your…

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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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To Address Racism at Work: Stop Microaggressions First!

With this month’s trial of Derek Chauvin for the murder of George Floyd, reflections about the past year’s events involving George Floyd, Ahmaud Arbery, Breonna Taylor, Christian Cooper, and Jacob Blake are stirring new support for racial justice and equality. Organizations and CPA firms have been making public declarations, posting in social media and funding…

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Creating a Learning Culture

We’re in the knowledge business, and those firms that do the best job of imparting knowledge, developing skills, and building future capacity have the best prospects for long-term success and competitive advantage. In this blog, we’ll explore ideas to help you enhance your firm’s learning culture and make a commitment to life-long learning.  What is…

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Pull Your Projects out of the Black Hole

“Incredible change happens in your life when you decide to take control of what you do have power over…” ~ Steve Maraboli Do you ever feel like your projects have fallen into a black hole? You might be delegating them to a particular person, or putting a return “in the drawer”, or empowering a team…

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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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The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

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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