Building Your Bench For Succession

Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…

Read More

Flexibility- Not Just About Part Time Work Schedules

Flexibility??  …Been there done that?  Or that won’t work here…our customers and clients are too demanding?  Do these comments sound familiar?  Read on to learn how flexibility may not be what you think. Building flexibility into a work culture impacts so much more than your employee’s intention to stay and contribute their very best to the organization.  While…

Read More

Don’t take things from other people.

I thought I learned that as a kid, but apparently I didn’t.  In this all too true story about the early years of my accounting practice, I took things from other people without realizing it and ultimately of course I paid the price. As you read this, consider if you’ve unwittingly taken things from others.…

Read More

Can You Feel The Power Shift?

78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off.  But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…

Read More

A conversation with Managing Partners

I recently facilitated a panel discussion with three managing partners. The topic of discussion was around developing future leaders. They also shared best practices around creating a culture focused on creating value for clients, and not just what we ordinarily think of as value. True value and deep relationships that come from a focus on…

Read More

Seek A Higher Level Of Engaged Employee For Your CPA Firm

You have read a lot about it. I have written a lot about it. Hopefully, you are working on it. I am referring to developing and retaining engaged employees. Per the Gallup organization, there are three types of employees: ENGAGED employees work with passion and feel a profound connection to their company. They drive innovation and move the…

Read More

The First Steps for Fast Tracking Top Talent

It is the time of year when I am privileged to work with many firms on strategic planning, leadership development and team strengthening at the partner and full team level.  I mention that because a theme has been emerging over the past few years and this year it is at the top of the challenge…

Read More

Want to Accelerate Development of Top Talent?

My last CPACA blog introduced a discussion about the advancement of women.  This blog is a continuation and puts the focus on one element from my last post: the lack of access to career development and advocacy.   This issue is not very well understood in the industry.  It is however one of the most important…

Read More