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Is Your Firm’s Partner Compensation Structure Holding You Back?
Compensation—particularly partner compensation—often leads to considerable debate in most firms. The discussion has only become more...
Jul 10, 20234 min read


Focusing on Ideal Clients
In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...
Jun 22, 20233 min read


My Takeaways from ExpensiCon 2023 in Italy: A First-Class Experience
As a consultant for the accounting profession, attending conferences is an essential part of my career. In May 2023, I had the privilege...
Jun 7, 20233 min read


2023 Most Powerful Women in the Accounting Profession
We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...
Jun 7, 20231 min read


Next Up: Succession Planning at All Levels
Often, firm leaders discuss succession planning, they focus on the partner level. Which managers can they see leading the firm when the...
Jun 6, 20233 min read


NEW RELEASE - Preparing Your CPA Firm for the Future With Automation and Integration
Are you ready to take your CPA firm into the future? As a firm leader, you’re likely feeling pain on several fronts, from talent...
May 31, 20231 min read


The Future of Technology in Accounting: 2023 Trends
Your firm might consider building software to address a specific problem within a department. Your IT department is accustomed to...
May 25, 20231 min read


Add Sales Tax Compliance Referrals to Your Practice’s Revenue Strategy
If there’s one thing that’s constant, it’s change. That’s certainly true when it comes to taxes. Rates, rules, treaties, and industry...
May 23, 20234 min read


Improve Partner Meetings, Improve Performance
Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...
May 22, 20233 min read


Exciting Things to Look Forward to at ExpensiCon 2023 in Italy
ExpensiCon is this week and will take place in Puglia, Italy, from May 18 to 22, 2023. This invite-only retreat for accounting...
May 16, 20233 min read


Including Your Solution Provider in Your Processes
What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products...
May 4, 20233 min read


Modeling a Better Mindset Around AI
If you’re in the accounting profession, chances are you’ve heard that artificial intelligence (AI) will impact your job in fantastic and...
Apr 26, 20233 min read


What Drives Your Technology Decisions?
Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...
Apr 13, 20233 min read


Does Your Firm Need a Project Manager? Yes!
The complexity and rate of change in the accounting profession today require firms to juggle multiple projects throughout the year:...
Apr 3, 20233 min read


3 Things to Keep in Mind When Switching to E-Invoicing
by: Claire Scott Invoicing will always play a part in professional life. But for many accountants, this process takes up a...
Apr 3, 20233 min read


When Leaders Don’t Lead
At a recent Boomer Leadership Academy session, there was a lot of discussion about what happens when leaders don’t lead. Some of the...
Mar 15, 20234 min read


Motivating & Engaging the Next Generation of Firm Leaders
Ask any partner in an accounting firm what’s keeping them up at night, and many will answer it’s retaining their staff—especially the...
Feb 28, 20234 min read


5 Things to Consider if you are Frustrated with your Current Accounting Software
Now that your firm is in the middle of tax season, you know what’s working and what’s not working with your accounting software. How does...
Feb 21, 20234 min read


Getting Started with Advisory Services
Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing...
Feb 20, 20233 min read


Leveraging Collaborative Intelligence in HR
Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans...
Feb 9, 20234 min read
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