Oct 5, 2026 | Business, Leadership, Personal Management
As another deadline gets closer, there’s no shortage of things that feel urgent. A client needs something. A return needs review. A staff member has a question. Someone is behind. And suddenly, everything feels like it needs your attention right now. This is where...
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,...
Sep 14, 2026 | Business, Leadership, Performance
For years, the accounting profession has focused on becoming more efficient. Don’t get me wrong, efficiency matters. Technology is helping us automate work, analyze information and do more in less time. But efficiency alone isn’t going to build the firms we want for...
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 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....