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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5 Steps for Increasing Your Connection With Clients

Your clients drive your business model. This is why, in these tough times, it’s so important to connect with them and show them you care. Your clients have likely felt a sense of panic over the public health situation, the economy, their own customer base, and their employees.  They may be facing a tension between…

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Securing Client Loyalty in Uncertain Times

The 2020 coronavirus pandemic has created a lot of uncertainty. In addition to our daily routines being thrown into disorder, the accounting profession is uniquely affected in so many ways. Deadlines are shifting. Rules are changing. Even that which seemed straightforward is open to interpretation (like payroll costs!). There is comfort and security in routine,…

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How to Increase Productivity While at Home

Being productive at work sounds simple – just do the best you can every day. Unfortunately, due to the never-ending demands that are placed upon us and by us, it is much more complicated than it sounds. Now, with our normal routines changing due to COVID-19 and Shelter in Place orders, it is becoming even…

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5 Areas of Focus for Firm Transformation

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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3 Steps for Building a Strengths-Based Firm

The war for talent has been going on for quite a while, and your team is feeling the impact. Staff is overextended. You’re losing key team members to other firms and they need to be replaced. You know you want the best possible hire, someone who can quickly start contributing and who will hopefully stay…

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7 Tips for Developing a Personal Strategic Plan

Life is like a book. The phases you go through are the chapters that define who you become. Developing the chapters of your life can be a rewarding and exciting activity if you develop a plan and follow the process. Much like the strategic plan that you develop for your firm, a personal strategic plan…

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