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The Quiet Cost of Too Much Change
Accounting firms don’t have a change resistance problem. They have a change saturation problem. As AI adoption, new platforms, and evolving workforce expectations accelerate, firms must rethink how they implement transformation before burnout, operational debt, and capacity issues begin impacting retention and execution.
May 185 min read


Beyond the Transaction: Why Sustainable Firms Require Self-Sustaining HR Leaders
HR leaders are the steady force behind firm culture, retention, and performance—but who’s protecting their capacity? Sustainable firms require self-sustaining HR leaders. This article explores the hidden emotional overhead of the role and practical shifts that protect energy, sharpen strategy, and support long-term firm health.
Mar 43 min read


The Pace of Change Is Hard on People. How Are You Managing It?
The pace of change is accelerating, and it’s taking a toll on people. From technology shifts to evolving staffing models, firm leaders can’t afford to treat change as just another project. This article explores why change fatigue is real, how it impacts talent, and what leaders can do to manage change in a way that protects capacity, reduces burnout, and supports long-term success.
Feb 164 min read


Building Career Pathways that Support Firm Growth
Today’s firms can’t rely on a one-size-fits-all “partner track.” Building scalable, modern career pathways helps firms retain top talent, strengthen succession, and align people with strategy. Learn how CHROs can design frameworks that blend mentorship, sponsorship, and development to create upward mobility and long-term growth.
Oct 13, 20256 min read


Future-Ready, People-First: Rethinking Talent Development in Accounting
Build a future-ready workforce by developing Superworkers with the tools, skills and mindset to thrive in a tech-driven profession.
Aug 11, 20254 min read


Prevent Burnout and Improve Employee Retention with Process Optimization
Prevent burnout and improve employee retention with process optimization.
Feb 10, 20253 min read


How Leaders Can Foster a Culture of Continuous Improvement
Every firm that invests in technology and processes wants to keep the momentum going with continuous improvement. But that can only become a reality when continuous improvement becomes part of the firm’s culture. Leaders play a crucial role in cultivating this culture, so let’s explore some strategies leaders can use to foster a culture of continuous improvement in their firms. Step 1: Embrace a growth mindset A growth mindset, as opposed to a fixed mindset, is fundamental to
Aug 26, 20243 min read


Can You Multitask?
Many people pride themselves on their ability to multitask or deal with more than one task simultaneously. I know I did. When people asked what I considered to be a strength, my response was, " Multitasking.” We start our days with a long list of tasks and are short on time, so we work on projects while participating in remote meetings or answering emails at the same time. Technology might make multitasking more appealing, but most people are terrible at it. Our brains ar
Jun 19, 20244 min read


The Role of Artificial Intelligence in HR
Artificial intelligence (AI) is quickly transforming every area of an accounting firm, and human resources (HR) isn’t immune. HR leaders increasingly turn to AI to save time and support higher-quality outcomes. While AI has immense potential, it’s important to remember that its role is to enhance—not replace— human interaction. So, what are some ways you can leverage AI in HR, and what considerations do you need to consider when adopting it? This article offers a few ideas. S
Jun 11, 20244 min read


Defining Your Career Path
In Lewis Carroll’s Alice’s Adventures in Wonderland, when Alice asks the Cheshire Cat which way she should go, he responds, “If you don’t know where you’re going, any road will take you there.” The same can be said of a career. That’s why it’s essential to consider where you are and where you want to be. Without a defined career path, you risk overlooking opportunities and feeling as if you’re never quite in control of your destiny. Fortunately, this isn’t as daunting a task
Apr 4, 20244 min read


Enhancing Firm Success Through Effective Employee Onboarding
In firms of all sizes, attracting and retaining top talent is critical to success. One of the most significant opportunities you have to set the stage for long-term employee engagement and productivity is through a well-structured onboarding process. This article delves into why effective onboarding is crucial and outlines best practices to ensure your new hires are set up for success from day one. Why employee onboarding matters Onboarding goes beyond mere orientation; i
Feb 20, 20243 min read


Revolutionizing Learning and Development: Harnessing AI and Avatars for Upskilling
The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to continuously learn and develop new skills. As your firm strives to remain competitive, groundbreaking technologies, such as artificial intelligence (AI) and avatars, can revolutionize your learning and development (L&D) initiatives. So let’s discuss how these transformative tools can significantly enhance learning experiences and improve employee retention and
Feb 6, 20243 min read


How to Start a Learning & Development Department in Your Firm
Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of tracking CPE hours, viewing it as a compliance exercise rather than a talent development strategy. Where do you start if your firm recently elevated the role of learning and development and you're building the department from scratch? With proper planning, management skills, support systems, and creative ideas, you can transform your firm f
Oct 10, 20235 min read


Streamlining Your Workday: Tools and Processes to Help Busy Professionals Take Control
Being a busy professional is tough. With constant meetings, deadlines, emails, projects, and interruptions, it's easy to feel like you're always trying to catch up. So how can you capture all those questions, to-dos, deadlines and requirements to stay on top of your work and feel less overwhelmed? In this article, we'll look at some of the best ways to keep track of things during the workday or week, helping you take control of your time and to-do list. The toll of task switc
Sep 21, 20235 min read


Practical Uses & Policies for Using Generative AI in an Accounting Firm
In the accounting profession, it's critical to stay ahead of the curve when it comes to technological advancements shaping how you do business and serve your clients. Generative artificial intelligence (AI), including ChatGPT, is one such technology that has emerged in the past year. While there's lots of buzz about ChatGPT and other Generative AI platforms in the media, many firms still aren't sure what its practical uses are or if they should implement policies around it.
Aug 29, 20234 min read


5 Strategies to Improve Your Recruiting Results
There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and talent needs. Rather than trying to specify a particular recruiting path, I'm sharing five strategies you can use to improve your hiring results. Take note of these ideas and consider how to incorporate them into your recruiting toolbox. Branding In terms of recruiting, branding is positioning your firm as the best place to work for a targete
Jul 27, 20233 min read


The Benefits of Employee Resource Groups
In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do this is by creating employee resource groups (ERGs). ERGs are a powerful way to foster a sense of belonging and engagement, aid in the recruitment and retention of talent, and provide employees with personal and professional development. Why should your firm have an ERG? ERGs play a critical role in creating an inclusive workplace culture
Jun 13, 20233 min read


Onboarding Best Practices
You know that employee onboarding can make or break the success of your firm. But just because it's a critical component for recruiting and retaining top talent doesn't mean you have to approach onboarding the same way as every other business. Instead, it's time to take a step back and rethink how you welcome new employees, using proven best practices to create an engaging experience tailored specifically for your team. In this post, we'll explore those key strategies and wh
Feb 7, 20234 min read
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