Professional Skills And Technology

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...

The Leader-Manager Dilemma

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...

Get Your Charge Hours Up

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...

Answer The Critical Question

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...