Why People Resist Change

Jun 9, 2025 | Business, Leadership, Performance

It’s Not a Mystery In accounting firms—where structure, predictability, and precision are part of the culture—resistance to change is often interpreted as stubbornness or a lack of buy-in. But resistance isn’t irrational. It’s a natural form of self-protection. When a...

Are You Coasting or Advancing?

Apr 28, 2025 | Business, Leadership, Personal Management

For many professionals, the spring season was demanding and intense. Now that it has passed, rather than dwelling on it, it’s time to look ahead. The summer and fall present opportunities for growth, learning, and meaningful personal and professional...

Professional Skills And Technology

Jan 8, 2023 | Business, Leadership, Performance

Technology I am really excited about the use of AI, bots and other technologies that streamline the accounting process. These tools are useful for any rules-based, repetitive function. It’s pretty amazing how far Robotic Process Automation (RPA) and Artificial...

The Leader-Manager Dilemma

Jul 24, 2022 | Business, Leadership, Performance

The Dilemma Being an effective firm leader has never been more difficult. Firm leaders must fill two roles simultaneously. They must manage their firm’s operations (doing things right) while moving in a proper direction (doing the right things). Of the two, managing...

Get Your Charge Hours Up

Jun 12, 2022 | Business, Leadership, Performance

Review Time Annual or semi-annual reviews in firms are being conducted across the nation. Many of my client firms have made these reviews a regular part of their feedback system. Unfortunately, sometimes these meetings are conducted by managers and partners who fail...