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the monday message
Are You Moving Forward – or Just Moving?
As CPAs, we’re always moving. During busy season, we’re moving toward the next deadline. The next return. The next client request that lands in our inbox. Outside of tax season, we’re moving toward the next engagement, the next meeting, the next initiative. Movement...
Leaders Make Purpose Unmistakable
Effective leaders consistently talk about their firm’s vision, its cultural values, and the meaningful work being done. Why does this matter? People commit deeply to their work only when they can connect it to what matters most to them personally. The firm’s success...
Empowering Your CPA Team: Ditch the Whip for True Ownership
Picture this: It's tax season crunch time. Your senior associate, Sarah, spots a subtle mismatch in a client's depreciation schedule that could trigger an audit flag. In the old days, she'd flag it for review and wait for your sign-off - classic accountability mode,...
It’s Not Fragility. It’s a Skills Gap – And You Can Fix It
Young professionals are entering firms in a markedly different mental and emotional state than previous generations. They’ve grown up amid economic instability, political and social division, and ongoing global conflict. At the same time, many were raised by highly...
Scale Your Expectations to Match the Season, Not the Ideal
Every season is unique and asks something different of you. Some chapters feel spacious and steady; others tighten the margins and demand more time, focus, or energy bandwidth than you’d prefer. When life intensifies, the instinct is often to cling to your ideal...
This Generation Won’t Sink or Swim – They’ll Just Swim Elsewhere
This generation does not respond to the old way of building careers. Seasoned partners often recall their first months on the job: dropped off at a client’s office, told to figure it out, and left to learn the hard way. They may have been under a watchful eye, but...
Same Goals, Near Year?
The start of a new year brings fresh goals, fresh energy, and fresh intentions. But if we’re being honest, many of those goals look suspiciously like last year’s. You know, the ones that quietly fell apart and we barely even noticed. So, before we roll out the same...
Stop Assuming Your Managers Will Figure It Out
The role of manager is often the weakest link for firms in transition. When managers fulfill their responsibilities, they create bandwidth for partners to do firm-building work, they develop staff to be competent and engaged, and clients enjoy working with them. Yes,...
What Are You Making Space for This Year?
As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...
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...
