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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How Ya Gonna Keep ‘Em?

There is a World War I era song titled, How Ya Gonna Keep Em Down On The Farm, after they’ve seen Paris (pronounced in the song as Par-ee)? Farm boys had gone off to war in Europe at a time when farm boys knew no other life than the one they were living on the farm. Up…

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A Call For Change: An Open Letter To Each Generation

With three distinct generations in the workplace today, the impacts are phenomenal.  Firm leaders are challenged to balance and blend each generation’s unique historical context, motivators and somewhat differing values systems to create a unified team and a sustainable firm.   To ensure that the generations co-exist and collaborate, it is helpful to understand the…

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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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Why Do You Care Where I Work? Six Reasons to Go Virtual

Firms must move – and move now – to support virtual work environments. I’ll admit I’m biased.  For fifteen years, I have run a completely virtual business.  When not on the road speaking, teaching or consulting, each of our team members works from home in cities across the country.  From our inception, the information assets…

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Your Thoughts = Your Results

While each of us thinks we live in the “real” world, we actually live in a self-created, mental world of perceptions. At some level we know this is true, yet we continue to believe, based upon a lifetime of evidence, that our view is THE reality when in fact, it’s simply OUR personal reality. If…

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Staying Focused in 2015

The beginning of the year is time of renewal for everyone. We set resolutions and goals and swear this will be the best year yet. Then reality sets in. Day-to-day pressures take over, and we get derailed. Your well-intentioned goal to get out there during tax season is stifled by the client work and the…

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