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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…
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,…
Stop Trying to Manage your Time
You’ve probably been hearing a lot about managing your time lately. It tends to become a big topic of conversation when the deadlines approach. But if you’re like many busy professionals, you have probably tried several “time management” techniques that work for a little while but aren’t sustainable. You are constantly on the rollercoaster of…
Well-Being: Your Busy Season Survival Guide
Busy season is in full swing for most accountants this time of year, and if you’re one of the lucky ones who isn’t working crazy hours to meet deadlines, this will be helpful information for you, nevertheless. One of the comments I hear most often this time of year is “I just need to survive…
My Clients’ Biggest Studying Regret
After one of my CPA exam clients sits for a section of the exam, we do a detailed debrief call to hash out how their exam went. I obviously love to hear how they felt about the exam and gauge their confidence level, but that’s not what I’m really after. I really want to know…
Building Post-Busy Season Momentum
Ahh. Finally- a much-needed break after several months of what seems like ‘round the clockwork. This is the time that most accountants and firms are taking a break, slowing down, taking their foot off the gas. Don’t get me wrong- everyone needs some R&R after busy season, but don’t let the vacation last too long…