Form Submission – Complete

  1. Home
  2. Form Submission - Complete

Ready to Learn More?

Success! Your submission has been received.

You will hear back from our team shortly.

While you’re waiting, here are a few recent articles.

Strategy Isn’t a Luxury – It’s a Lifeline for CPA Firms

As year-end approaches, we often find ourselves in survival mode - juggling deadlines, client demands, and the whirlwind of the holiday season. It’s tempting to shelve strategic planning until “things calm down.” But here’s the truth: strategy isn’t a luxury reserved...

What Reality are you Naming?

Leaders establish reality by the way they talk about something. If a firm leader talks about a situation as unimportant, their followers will not take it seriously. If a leader refers to a decision as ill-advised, others will also resent it. If a leader reinforces a...

Igniting a Spark in Your Team Through Gratitude

As CPA’s, our days are often consumed by numbers and deadlines. Adding a bit of intentionality is all it takes to ignite a spark in your team that can transform your practice into a vibrant, motivated workplace. Gratitude is one catalyst for this energy. By weaving...

Protect Your Attention

As we've written and said so many times (here, here and here), no one aspires to be mediocre. Everyone wants to do well. So why don't we? A major reason is we aren't protecting our attention. Our attention is precious and it’s a huge influence in our progress in...

Weak Link Choices

Most under-performance doesn’t come from lack of intelligence or capability. It comes from choosing what is easy, comfortable, or convenient - small compromises that depreciate into mediocrity. High performers see it immediately. At first they push back. Over time,...

From Fog to Finish Line: Celebrating the Season’s End

The calculators have cooled, the coffee cups are empty, and the spreadsheets have finally stopped multiplying. For CPAs, the end of busy season feels like stepping out of a financial fog into the sunlight. It’s more than just a sigh of relief... it’s a moment of...

Spread the Germ

Albert Einstein once said, “Adversity introduces a man to himself.” (And I’m pretty sure it includes women, too.) What a powerful truth - because when life turns up the pressure, it reveals who we really are. Which version of you shows up when in the middle of busy...

Ready to Learn More?