5 Reasons to Leverage & Delegate Client Contact

The word “succession” is used daily in our industry.  Whether discussing it strategically at an executive level and what it means for partners, reading it in an industry publication, or talking to rising leaders – the issues and conversations around succession are front and center in many firms.  And we need to have serious dialogue…

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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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Collaboration Technology to Improve Your Firm

Communications is critical component within every business and can either enhance or detract from overall productivity within a firm.  Core communication skills are developed as people grow and most are comfortable with the communication tools they were introduced to and utilize during their career, especially those they use most often on a day to day…

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