Jan 163 minShifting Mindsets: From Client Filtering to Revenue Replacement In accounting firms, the concept of client filtering often sparks a debate, especially when it touches on the sensitive issue of parting...
Aug 23, 20233 minPersonal growth and firmwide gains stem from building peer relationshipsMichelle Crow, CEO and Owner of Varney & Associates, may have been destined for a career in accounting. When touring colleges and trying...
Jul 11, 20233 minSystems Thinking: The Key to Successful Technology Decisions in CPA Firms Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each...
May 22, 20233 minImprove Partner Meetings, Improve PerformancePractically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...
May 2, 20235 minThe Connection Economy: What It Is and How to Build Your Business to Thrive Within It My mindset and thought process to write this article primarily come from three books I've read this year: The Icarus Deception and This...
Nov 8, 20223 min3 Questions to Better Support Your Team and Your Clients As a leader in your firm, getting to know the people who work for you and the clients you serve is essential. By asking questions and...
Apr 19, 20222 minBenefits of Sharing Metrics with PeersRecently, members of our Boomer Technology Circles and Boomer Managing Partner Circle received an invitation to participate in our annual...