Capacity Is a Leadership Skill

Sep 28, 2026 | Business, Leadership, Performance

As another tax deadline approaches, capacity is an overarching theme in my coaching calls, and probably a familiar conversation in your firm. I’m hearing We just need more people, and We need better technology, or We just need to get through this deadline. Sometimes,...

What Comes After Technical Expertise?

Aug 3, 2026 | Business, Leadership, Performance

Technical expertise has been the foundation of the accounting profession. And it should be. It’s the knowledge, accuracy, and judgment CPAs bring to their work that make this profession one of the most trusted. But the world around us is changing. Technology is making...

Would AI Hire You?

Jul 27, 2026 | Business, Leadership, Speaking Topics

Step into an interview with an AI bot who is interviewing a CPA for a position in the AI’s firm. AI: I’m looking for a strategic hire that will allow me to serve clients and build this firm. CPA: Perfect. I’m your person. I have great experience that will be most...