Category: Business, Leadership, Performance, Personal Management

Professional Skills And Technology

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...

Three Tools Partners Use

Dec 19, 2022 | Business, Leadership, Personal Management

Your Accomplishments. It’s hard to believe that there are only a few more days before we welcome in 2023! Holy smokes. Where did the year go? What did you accomplish in 2022? We like to look at the big achievements and public recognitions, but what about the small,...

A Healthy Client List

Dec 4, 2022 | Business, Client Experience, Leadership

Misaligned Clients For the last decade, I’ve encouraged and coached partners and partner groups to maintain a healthy client list. Typically, firms accumulate clients over the years and, as practices have grown, partners have client lists that are out of alignment...