Bridging the Gap-The Conclusion

On behalf of the members of the CPA Consultants’ Alliance, I hope you have enjoyed and benefited from our 2015 blog series focused on the central theme of Bridging the Gap-Strengthening the Connection Between Current and Emerging Leaders. The membership of the CPA Consultants’ Alliance is comprised of many of the top thought leaders in…

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The Culture of Continuous Improvement

Lean Six Sigma and Change Management are popular concepts in accounting firms today.  Most firms start their “Lean Journey” with an eye toward improved efficiency and controlling engagement costs.  But after a successful first project, many leaders in our profession rave about all of the ancillary benefits they are beginning to see within their organizations. …

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People at the Center of CPA Firm 2015 Top Issues

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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Why are you Changing?

I recently had the honor of presenting on the topic of change management, with my friend and fellow industry consultant Guy Gage of Partners Coach, at the Accounting Today Growth and Profitability Summit.  For those who know me well and have been following my writing over the last seven years, I often like to combine…

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Delivering Better Client Service through Lean Six Sigma

There are two common misconceptions some people have regarding process improvement initiatives. First, one school of thought believes you can’t be more efficient without negatively impacting quality. This couldn’t be further from the truth. I’ve written substantially about this in the past and it’s a core topic we discuss in all of our client organizations…

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Setting up “Bumpers” on Your Process

If you have young kids and/or have ever been bowling, you know all about “bumper bowling”. In an effort to provide an opportunity for even the most inexperienced bowler to have some form of success, bumpers can be placed on the sides of the lanes to keep the ball from going in the gutter. With…

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Debrief Tax Season with these Five Questions

The Dust has Settled.  April 15th is over a month behind you.  Your people have probably had a chance to take at least a short breather before getting back into the swing of things. While this past busy season is still fresh in everyone’s mind, now is a great time to debrief and figure out…

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13 Leadership Insights & Tips for CPA Firms

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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