Category: Business, Leadership, Personal Management

Same Goals, Near Year?

Feb 2, 2026 | Business, Leadership, Personal Management

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

Jan 26, 2026 | Business, Leadership, Personal Management

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?

Jan 19, 2026 | Business, Leadership, Personal Management

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

Jan 12, 2026 | Business, Leadership

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

Dec 15, 2025 | Business, Leadership, Performance, Personal Management

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,...

Facing The Lions

Dec 8, 2025 | Business, Leadership

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...

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Category: Business, Leadership, Personal Management

Same Goals, Near Year?

Stop Assuming Your Managers Will Figure It Out

What Are You Making Space for This Year?

Turning Compliance Work into Advisory Value

Closing the Year with Gratitude and Renewal

Facing The Lions

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Same Goals, Near Year?

Stop Assuming Your Managers Will Figure It Out

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