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Turning Compliance Work into Advisory Value
Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...
Closing the Year with Gratitude and Renewal
As the calendar winds down, professionals everywhere find themselves reflecting not only on goals achieved but also on the deeper meaning of this season. The end of the year is more than a checkpoint on a timeline - it’s a powerful reminder of resilience, connection,...
Facing The Lions
Our inbred fear response is well-known: when confronted with a perceived danger, our mind and body prepare to fight, flee or freeze. A fairly recent discovery is an additional response called fawning - placating or appeasing to neutralize the threat. While we each...
Strategy Isn’t a Luxury – It’s a Lifeline for CPA Firms
As year-end approaches, we often find ourselves in survival mode - juggling deadlines, client demands, and the whirlwind of the holiday season. It’s tempting to shelve strategic planning until “things calm down.” But here’s the truth: strategy isn’t a luxury reserved...
What Reality are you Naming?
Leaders establish reality by the way they talk about something. If a firm leader talks about a situation as unimportant, their followers will not take it seriously. If a leader refers to a decision as ill-advised, others will also resent it. If a leader reinforces a...
Igniting a Spark in Your Team Through Gratitude
As CPA’s, our days are often consumed by numbers and deadlines. Adding a bit of intentionality is all it takes to ignite a spark in your team that can transform your practice into a vibrant, motivated workplace. Gratitude is one catalyst for this energy. By weaving...
Protect Your Attention
As we've written and said so many times (here, here and here), no one aspires to be mediocre. Everyone wants to do well. So why don't we? A major reason is we aren't protecting our attention. Our attention is precious and it’s a huge influence in our progress in...
From Sprint to Strategy: Recharge, Reorganize, and Show Up Stronger for the Next Season
You’ve crossed the finish line of another sprint - now comes the moment to pause, breathe, and regroup. The tricky part? The period before year-end often feels like another race in disguise. As firm leaders, you can either get swept up in the rush or choose to use...
Weak Link Choices
Most under-performance doesn’t come from lack of intelligence or capability. It comes from choosing what is easy, comfortable, or convenient - small compromises that depreciate into mediocrity. High performers see it immediately. At first they push back. Over time,...
From Fog to Finish Line: Celebrating the Season’s End
The calculators have cooled, the coffee cups are empty, and the spreadsheets have finally stopped multiplying. For CPAs, the end of busy season feels like stepping out of a financial fog into the sunlight. It’s more than just a sigh of relief... it’s a moment of...
