Form Submission – Complete
Ready to Learn More?
While you’re waiting, here are a few recent articles.
Stop Managing Problems. Start Amplifying Excellence
What if the key to growing your firm faster isn’t fixing what’s broken, but investing more in what’s already working? A well-known McKinsey study found that high performers can be up to eight times more productive than their peers. That’s not just a statistic - it’s...
Don’t Wait Until You Crash
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 that once you...
A Lesson From the Back 9
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...
The Impact of Leader Silence
During a recent call with partners, one name kept coming up. A senior manager - fully committed, but pushing himself at an unsustainable pace. Everyone agreed he was heading straight for burnout. We advised the partners to step in to help him sustain his effort over...
Small Efforts, Big Impact: A Tax Season Mindset
“Success is the sum of small efforts, repeated day in and day out.” — Robert Collier Tax season doesn’t just test your technical skills, it tests your leadership presence. Collier’s words are a powerful reminder that your impact isn’t measured by grand gestures but by...
Leaders Need Managers
For the last thirty years, organizations have placed increasing attention on developing leaders. Leadership is visible and celebrated - creating vision, shaping strategy, and inspiring others. These are critical elements of any successful organization. However,...
Are You Moving Forward – or Just Moving?
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...
Leaders Make Purpose Unmistakable
Effective leaders consistently talk about their firm’s vision, its cultural values, and the meaningful work being done. Why does this matter? People commit deeply to their work only when they can connect it to what matters most to them personally. The firm’s success...
Empowering Your CPA Team: Ditch the Whip for True Ownership
Picture this: It's tax season crunch time. Your senior associate, Sarah, spots a subtle mismatch in a client's depreciation schedule that could trigger an audit flag. In the old days, she'd flag it for review and wait for your sign-off - classic accountability mode,...
