Jan 8, 2023 | Business, Leadership, Performance
Technology I am really excited about the use of AI, bots and other technologies that streamline the accounting process. These tools are useful for any rules-based, repetitive function. It’s pretty amazing how far Robotic Process Automation (RPA) and Artificial...
Jul 24, 2022 | Business, Leadership, Performance
The Dilemma Being an effective firm leader has never been more difficult. Firm leaders must fill two roles simultaneously. They must manage their firm’s operations (doing things right) while moving in a proper direction (doing the right things). Of the two, managing...
Jun 12, 2022 | Business, Leadership, Performance
Review Time Annual or semi-annual reviews in firms are being conducted across the nation. Many of my client firms have made these reviews a regular part of their feedback system. Unfortunately, sometimes these meetings are conducted by managers and partners who fail...
May 1, 2022 | Business, Leadership, Performance, Personal Management
Professional Progress Professionals enjoy making progress toward mastery in their field, which means they have a next level in their sights. And whatever the next level is, it’s different from what they do now. It is true that sometimes the next level includes what...
Mar 27, 2022 | Business, Leadership
The Critical Question There are probably a number of new hires who have joined your firm in the last few months. For them, this spring is the first time they are experiencing busy season with you. With the busy season halfway through, they are likely asking themselves...