Sep 7, 2026 | Business, Client Experience, Leadership
Don’t you hate it when someone asks you a question, looking to get something for no charge? You know the answer to their question and you’d like to help. But you also feel taken advantage of. But you may not realize that you have done this to yourself for as long as...
Aug 24, 2026 | Business, Leadership, Performance
In a recent firm presentation, we explored what leadership looks like today. One thing is clear: this is a new day, very different from the environment in which most firms operated over the last 50 years. The pace of change is extraordinary. No sooner do we absorb and...
Aug 17, 2026 | Business, Leadership, Performance, Personal Management
Over the last week, I’ve had conversations with three very different people: an accountant, a designer, and a business owner. Different professions. Different work. Different perspectives. And yet, each conversation eventually came back to the same question: “What...
Aug 10, 2026 | Business, Leadership, Performance, Personal Management
Technology has always reshaped this profession. Every generation has faced a tool that seemed poised to change everything. Calculating manually gave way to the calculator. The calculator gave way to the computer. Today, artificial intelligence is the next evolution....
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...