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Building a Wise Firm

Why Firm Traditions Are Important

As I complete our State of the Firm (SOTF) presentations this year, I’m reflecting on how energizing it is for me and so many team members. Much like the State of the Union address, this annual presentation reflects on the previous year and outlines our plan for growth in the current year. In a four ... Read more

Every Day Is Thanksgiving

My family and I are blessed in so many ways that every day is a day of thanksgiving. I start each day by reflecting on things that I am grateful for.  In the spirit of Thanksgiving this week, I want to say thank you for taking your precious time to read this beBetter blog, joining ... Read more

Face the Music

This blog is the first in a four part series on how we can lead in public accounting to take advantage of some hard trends. As I prepared my outline for this blog on life in public accounting, I am reminded of the Bob Dylan song “The Times They Are A-Changin’.” Today, in the world ... Read more

Building the Wise Firm

There is a quote I love: “The secret to change is to focus all of our energy, not on fighting the old, but on building the new.”—Socrates In 2011, I introduced to the partner group the concept of the “Wise Firm.”  Sharing it was risky.  And it was quite scary for me—as new things often ... Read more