As another tax deadline approaches, capacity is an overarching theme in my coaching calls, and probably a familiar conversation in your firm. I’m hearing We just need more people, and We need better technology, or We just need to get through this deadline. Sometimes,...
I was coaching a firm Partner recently about one of her managers. She’s smart, technically strong, gets her work done, and the firm sees a lot of potential in her. But the Partner was frustrated because she wasn’t really stepping into leadership. My first question...
For years, the accounting profession has focused on becoming more efficient. Don’t get me wrong, efficiency matters. Technology is helping us automate work, analyze information and do more in less time. But efficiency alone isn’t going to build the firms we want for...
In a recent firm presentation, we explored what leadership looks like today. One thing is clear: this is a new day, very different from the environment in which most firms operated over the last 50 years. The pace of change is extraordinary. No sooner do we absorb and...
Over the last week, I’ve had conversations with three very different people: an accountant, a designer, and a business owner. Different professions. Different work. Different perspectives. And yet, each conversation eventually came back to the same question: “What...
Technology has always reshaped this profession. Every generation has faced a tool that seemed poised to change everything. Calculating manually gave way to the calculator. The calculator gave way to the computer. Today, artificial intelligence is the next evolution....