When New Year’s Eve rolls around every year, I get energized about the new version of me that will emerge in the next year. Yes, I am one of those annoying people who do this. I am always open for a chance at a new beginning. I am just wired that way. I did the…

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Jayne is a team player. She is very passionate about her work and life. She has many things she wants to be involved in. She can be relied on to take things and run with them.  Unfortunately at this stage in her career, as a director, she is seriously considering leaving the organization. She is…

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Many firms are struggling with the prospects of paying retirement buyout payments for their senior partners who will be retiring in the next few years. In some cases, several partners will be receiving retirement buyouts simultaneously. The financial burden can seem daunting. As we have emphasized in earlier blogs, make sure you first have the…

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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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Bob Moritz, the Chairman of PwC, in an article via Harvard Business Review, talks about how the firm has changed and what they must now do to engage (and retain) their young, Millennial workforce. I have been attempting to help CPAs better understand Millennials for almost a decade and I believe that many CPA firm leaders have embraced…

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While I don’t believe there is a ‘silver bullet’ to growth, I do believe there are certain things that significantly impact growth within an accounting firm. One of those destructive ingredients is failure – and more importantly, the attitude around failure. As an accountant, you are taught to find mistakes and correct them. Detail-oriented, precise…

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Recently in working with a group of senior leaders in an accounting firm, one of the baby boomer white males said to me:  “I have learned in my journey of understanding regarding diversity in our profession that I was born on third base, yet all my life I have thought I hit a triple”. This…

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I am writing this blog to firm leaders.  I don’t know how many times I have had Managing Partners or Executive Committee members share a story of a poor performing and/or poor behaving partner that they have let go.  Inevitably in the conversation, they will say, “We had all of these reasons why we couldn’t…

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Boomer Consulting embarked on an adventure this year to move many of our technology platforms to cloud-based solutions that would work collaboratively together. It literally changed everything about how we work – from our processes to training on systems, and changing work habits for each of us. Let’s just say, it has been rough on…

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