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Breaking the “We’ve Always Done It This Way” Cycle in Accounting Firms
Culture change in accounting firms is essential for retention and performance. Too many firms get stuck in the mindset of “we’ve always done it this way,” which blocks meaningful progress and drives top talent away. If you want your firm to stay competitive and keep your best people, now is the time to rethink your…
Why Growth Stalls in CPA Firms: Aligning People, Tech, and Strategy
Growth in CPA firms often stalls when people, technology, and strategy fail to move in sync. Sustainable growth depends on aligning these three pillars, yet many firms struggle to bring them together. If your firm’s progress feels slow or inconsistent, you’re not alone. Why Alignment Matters for CPA Firm Growth When your strategy, technology investments,…
Building the Skills of the Future in Accounting Firms
When I work with firms that struggle to grow their next generation of leaders, I usually spot the warning signs long before anyone talks about succession. Managers demonstrate strong technical skills but often feel uncomfortable leading people. Rising talent avoids hard conversations because no one has taught them how. Partners continue to mediate conflicts that…
How to Know If Your Firm Has a Leadership Problem
Most Firms Wait Too Long to Focus on Leadership Development Leadership development often takes a backseat until firms realize there is no one ready to take over when senior leaders retire. By then, the problem has already become a crisis. Leadership development for accounting firms is often overlooked until it’s almost too late. Most firms…
The Business Case for Supporting CPA Candidates
Supporting your CPA candidates isn’t just a nice perk. It’s a strategic investment that strengthens your firm from the ground up. While many firms expect their employees to handle the CPA exam on their own, those that actively invest in their candidates’ success see real, measurable benefits. From faster exam completion to stronger leadership pipelines,…
CPA MYTHS SERIES: 4 Risks of Over-Relying on MCQs
Welcome to our CPA Exam Myths blog series. In my work with CPA candidates over the years, I have heard tons of unique ideas about how to approach the CPA exam. Most of these ideas are intended to act as shortcuts to success. Most, too, are veiled in this idea that it’s the “best” way…
The Power of Believing You Can Pass the CPA Exam
“Why is the CPA exam so hard?” I hear this question often from CPA candidates who are struggling to pass the exam. While the challenges that face candidates are widespread and different for everyone, there is one key skill that separates successful candidates from those who struggle- mental toughness. You might be surprised that I…
How to Get Motivated for the CPA Exam
Motivation, or lack-thereof, is one of the most common challenges that candidates face. It’s also the one that most people don’t talk about. No one likes to admit that they aren’t motivated to take the next step in their careers, or that they just don’t feel like studying all the time. They definitely don’t want…
CPA Exam: How to Take Advantage of Continuous Testing
ICYMI, just a few weeks ago NASBA approved a change in the CPA Exam testing approach that would eliminate exam testing windows. This proposal has been in the works for years, and finally it is upon us! Great news for CPA candidates all around. So, what does this mean for you and how can you…
A Fresh Start: Reflecting on Pandemic Learning Opportunities
As frustrating and challenging as the past several months have been, this has also provided a unique business opportunity and environment for growth that firms should be taking advantage of. Very few organizations have ever or will ever have another opportunity like this to hit the reset button. Pause, reflect and evaluate what you want…