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I was really excited about my schedule as I headed into the office for the day. I had two meetings with team members—one to collaborate on a new client opportunity and the other to develop a strategy to help us execute at a faster pace on changing our client experience to be more focused, anticipatory ... Read more
I frantically looked for the hair dryer as I was already 15 minutes late to meet our team to prepare for an important presentation that morning. As I turned the place upside down, I thought—I know this nice resort provides a hair dryer in every room. Now it only takes me about 60 seconds to ... Read more
As the summer progressed, I felt myself losing some steam—my energy was too low. As I reflect on it now, I was having a few stomach aches along the way. Oddly enough, when I felt some abdominal pain, I would eat more. Sounds backward but I have always tried to eat my way through feeling ... Read more
Recently, I was fortunate to participate in an intense brainstorming session on the future of our profession with six other top 100 CPA managing partners. One of the hot topics was the very evident need for our profession to provide more advisory insights and services to our clients. With oncoming automation around data input and ... Read more
Innovation is a key to our future success, and we can build a culture of innovation within our own teams. This 3-part series explores what it means to build a truly innovative culture at your business or firm. Make sure to read Choosing to be Open Minded, Part 1 of Building a Culture of Innovation, and Culture ... Read more
I think the busy we each feel today primarily comes from our legacy of treating everything as being urgent. We have bought into the legacy thinking that if it is urgent, it is important to our future. We have bought into the legacy thinking that to be responsive we must treat everything as urgent. We ... Read more
It is so tempting (obviously too tempting for CPA firms) to be everything to everybody. CPA firms wear the badge of never saying, “NO.” No wonder we constantly hear the warning that someone can’t see a real distinction between most firms. One more business, one more service, one more industry, one more consultant, one more opportunity. ... Read more
Recently, a partner sent me an email noting that I often write about busyness and how important it is that we focus on our highest priorities. He went on to say, “have you thought about how close busyness is to business—one letter!” I had not and as I have thought about this, I can’t get ... Read more
This blog is the first in the series, My Top 10 Blunders and How You Can Avoid Them. As I reflect on my career, I must admit it did not take me long to note many more than 10 blunders. For my sanity, I have decided to share only what might be the top 10 ... Read more
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