Category: Business, Leadership, Performance

The Weight of Being Trusted

Jun 16, 2026 | Business, Leadership, Performance

One of the most respected phrases in our profession is trusted advisor. We all know trust matters. In many ways, it defines the quality of our relationships. But what is trust, really? Think about what happens when someone chooses to trust you. They are making...

The Most Important List You’ll Make

Jun 1, 2026 | Business, Leadership, Performance

Everyone has a to-do list. We look at it first thing in the morning and immediately begin organizing our day around it. We prioritize tasks, rearrange responsibilities, and measure progress by what gets checked off. But what about your to-be list? Getting things done...

Avoid Making Clients Feel Let Down

May 18, 2026 | Business, Leadership, Performance

Client relationships vary depending on the level of trust involved – and trusted relationships have never been more important. With new technologies, changing regulations, and a shifting economy, clients increasingly look to their trusted advisors for insight...

Ownership Changes Everything

May 11, 2026 | Business, Leadership, Performance

In many CPA firms, “accountability” is treated as the gold standard of performance. But in reality, accountability is reactive because it shows up after something has already gone wrong. Responsibility, on the other hand, is proactive. It’s the difference between...

Don’t Wait Until You Crash

Apr 20, 2026 | Business, Leadership, Performance

Susan’s Message last week hit the mark: catching yourself when you start to fade – before you crash – is critical if you want to avoid mistakes and poor decisions. But here’s the real question: when do you plan for that moment? It’s a mistake to assume...