Blog
Latest NewsStart your week off right!
the monday message
While We Get The Work Done
One week to go. There will be plenty of reasons to focus only on getting the work done and meeting the deadline, but leadership is happening in the middle of it all. In the conversation with the staff member who is overwhelmed. In the decision to pause and coach...
When Everything Feels Urgent
As another deadline gets closer, there’s no shortage of things that feel urgent. A client needs something. A return needs review. A staff member has a question. Someone is behind. And suddenly, everything feels like it needs your attention right now. This is where...
Capacity Is a Leadership Skill
As another tax deadline approaches, capacity is an overarching theme in my coaching calls, and probably a familiar conversation in your firm. I’m hearing We just need more people, and We need better technology, or We just need to get through this deadline. Sometimes,...
The Professional Skills Advantage
For years, the accounting profession has focused on becoming more efficient. Don’t get me wrong, efficiency matters. Technology is helping us automate work, analyze information and do more in less time. But efficiency alone isn’t going to build the firms we want for...
Stop Giving It Away
Don’t you hate it when someone asks you a question, looking to get something for no charge? You know the answer to their question and you’d like to help. But you also feel taken advantage of. But you may not realize that you have done this to yourself for as long as...
Your Next Level Requires More Than Expertise
Success has a way of reinforcing what already works. You become known for your technical expertise, your ability to solve problems, your attention to detail, or simply your ability to get things done. Those skills create opportunities. They build your reputation. They...
Lead Through Uncertainty
In a recent firm presentation, we explored what leadership looks like today. One thing is clear: this is a new day, very different from the environment in which most firms operated over the last 50 years. The pace of change is extraordinary. No sooner do we absorb and...
AI Won’t Replace Relationships. But Relationships Will Matter More Than Ever.
Over the last week, I’ve had conversations with three very different people: an accountant, a designer, and a business owner. Different professions. Different work. Different perspectives. And yet, each conversation eventually came back to the same question: “What...
Not A Replacement Of Your Purpose
Technology has always reshaped this profession. Every generation has faced a tool that seemed poised to change everything. Calculating manually gave way to the calculator. The calculator gave way to the computer. Today, artificial intelligence is the next evolution....
What Comes After Technical Expertise?
Technical expertise has been the foundation of the accounting profession. And it should be. It’s the knowledge, accuracy, and judgment CPAs bring to their work that make this profession one of the most trusted. But the world around us is changing. Technology is making...
