Elevate Your Client Service through Project Management

As I travel the country working with the best of the best CPA firms to help them improve their processes, people development and ultimately profitability, I’m often reminded that one of the toughest positions inside CPA firms today is the mid-level. Every firm is a little different in what they call their mid-level, whether it…

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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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Failure is Not Fatal

Although, it feels like it sometimes. Sometimes we have high hopes and expectations and we’re working our plan for our career or organization – then, suddenly it comes to a halt because of a mistake we make or some other unforeseen circumstance occurs. “Success is the ability to go from failure to failure with no loss…

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What’s in Your Head Can Make, or Cost, You Millions

While I’ve long since given up my boyhood hopes of becoming a superhero, I continued to hold on to the notion that there was some special, magical “something” out there that allows us to have all the great things we want in life, and little or none of the bad stuff. Fortunately, to my surprise,…

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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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Marketing is Not Just for Partners Anymore

Marketing in the accounting industry has an interesting, and fairly short, history. It is not unusual to find partners who still remember when it was against AICPA rules to advertise, market, directly solicit or even participate in competitive bidding. Virtually non-existent for most of the 20th century, accounting marketing has evolved at a rather slow…

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Keeping Your Team Members Connected, Engaged and Energized

A recent survey conducted by the AICPA showed one of the biggest concerns accounting firms are facing today is employee retention and engagement. This is no surprise and is endemic throughout the entire profession.  As the economy takes a turn for the better, the rate at which team members are leaving their current employment or…

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A Winning Culture is an Intentional Culture

“People will typically be more enthusiastic where they feel a sense of belonging and see themselves as part of a community than they will in a workplace in which each person is left to his own devices” ― Alfie Kohn, Author Your firm’s culture is the essence of its being and the way it feels to work…

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Sponsorship-Barrier to Exit for Talent

Jayne is a woman with ten years of experience in public accounting.    She is certified and versatile in multiple areas of practice in which she might contribute now and in the future.  She has deep community roots in the major metropolitan area in which she works and she has shown great promise in promoting the…

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Bridging the Gap

Welcome to the 2015 blog series produced by the thought leaders that comprise the membership of the CPA Consultants’ Alliance (CPACA). This is the first of a series of 15 blogs that will be published by CPACA around the central theme of Bridging the Gap-Strengthening the Connection Between Current and Emerging Leaders. At our annual…

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