Jan 26, 2026 | Business, Leadership, Personal Management
The role of manager is often the weakest link for firms in transition. When managers fulfill their responsibilities, they create bandwidth for partners to do firm-building work, they develop staff to be competent and engaged, and clients enjoy working with them. Yes,...
Jan 19, 2026 | Business, Leadership, Personal Management
As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...
Jan 12, 2026 | Business, Leadership
Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...
Dec 8, 2025 | Business, Leadership
Our inbred fear response is well-known: when confronted with a perceived danger, our mind and body prepare to fight, flee or freeze. A fairly recent discovery is an additional response called fawning – placating or appeasing to neutralize the threat. While we...
Dec 1, 2025 | Business, Leadership
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...