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Are You The Right Person?
Many leadership teams look around the leader table for someone to coordinate a strategic initiative, based on capacity, expertise, or experience. But that person may not be the right one to make it happen. Consider an initiative to create a new department to serve an...
As AI Handles More Tasks, Leadership Matters More Than Ever
There's no question AI is changing the accounting profession. Many of the technical and repetitive tasks that once consumed our time are becoming faster, easier, and more automated. That's exciting because it creates something most firms desperately need: capacity....
The Weight of Being Trusted
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...
How Do You Show Up to a Conference?
Recently, I was coaching a manager who was preparing to attend a multi-day industry conference. Like many professionals, she was feeling a mix of excitement and pressure. She wanted to maximize the opportunity, but she also knew that three full days of networking...
The Most Important List You’ll Make
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...
National Accounting Day: Your Story Matters More Than You Realize
National Accounting Day isn’t just an annual celebration of a profession. It’s a celebration of you - the CPA with a story that’s uniquely yours. Somewhere along the way, something sparked your interest in accounting. Maybe it was a love of numbers, a desire for...
Avoid Making Clients Feel Let Down
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 and...
Ownership Changes Everything
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...
High Performance Isn’t Talent – It’s Leadership
A high-performance (HP) culture doesn’t happen by accident. It develops when enough people consistently demonstrate a high-performance mindset, take the right actions, and produce strong results - until that standard simply becomes “how we do things.” Bringing...
