The Most Important List You’ll Make

Jun 1, 2026 | Business, Leadership, Performance

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...

Avoid Making Clients Feel Let Down

May 18, 2026 | Business, Leadership, Performance

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...

Ownership Changes Everything

May 11, 2026 | Business, Leadership, Performance

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...