Category: Business, Leadership, Personal Management

A Lesson From the Back 9

Apr 13, 2026 | Business, Leadership, Personal Management

Last Monday, my daughter teed off in the first tournament of her spring golf season. The weather was unseasonably warm, the sun was shining, and there was just enough breeze to keep you cool without impacting ball flight. Days like this are rare for March golf in...

Are You Moving Forward – or Just Moving?

Mar 16, 2026 | Business, Leadership, Personal Management

As CPAs, we’re always moving. During busy season, we’re moving toward the next deadline. The next return. The next client request that lands in our inbox. Outside of tax season, we’re moving toward the next engagement, the next meeting, the next initiative. Movement...

Same Goals, Near Year?

Feb 2, 2026 | Business, Leadership, Personal Management

The start of a new year brings fresh goals, fresh energy, and fresh intentions. But if we’re being honest, many of those goals look suspiciously like last year’s. You know, the ones that quietly fell apart and we barely even noticed. So, before we roll out the same...

Stop Assuming Your Managers Will Figure It Out

Jan 26, 2026 | Business, Leadership, Personal Management

The role of manager is often the weakest link for firms in transition. When managers fulfill their responsibilities, they create bandwidth for partners to do firm-building work, they develop staff to be competent and engaged, and clients enjoy working with them. Yes,...

What Are You Making Space for This Year?

Jan 19, 2026 | Business, Leadership, Personal Management

As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...

Closing the Year with Gratitude and Renewal

Dec 15, 2025 | Business, Leadership, Performance, Personal Management

As the calendar winds down, professionals everywhere find themselves reflecting not only on goals achieved but also on the deeper meaning of this season. The end of the year is more than a checkpoint on a timeline – it’s a powerful reminder of resilience,...

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Category: Business, Leadership, Personal Management

A Lesson From the Back 9

Are You Moving Forward – or Just Moving?

Same Goals, Near Year?

Stop Assuming Your Managers Will Figure It Out

What Are You Making Space for This Year?

Closing the Year with Gratitude and Renewal

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A Lesson From the Back 9

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