Thought Leadership for CPA Firms
Podcast appearances, articles, and publications on leadership, succession planning, culture, and practical AI adoption for independent CPA firms.
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…