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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...

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...

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