Client Spotlight: Melanie Woodrick, CPA of GranthamPoole
Firm Name: GranthamPoole
Location: Ridgeland, MS
# of Offices: 2
# of Partners: 12
# of Employees: 80
Imagine starting a new job right out of college. In theory, the tasks you were hired to complete are straightforward, but you have 15 bosses, each of them wants the jobs they give you to be done a different way and their unique requirements aren’t written down anywhere. For ma...
One of the most challenging transitions for emerging leaders to make is the shift from doing to leading. Early in your career peers and partners admire your willingness to “roll up your sleeves” to get a job done. But as responsibilities become more complex, your abili...
Security is a top priority for CPA firms. Your network can be bulletproof to hackers, your data encrypted, your team trained and your physical premises secure today. But tomorrow a new threat will emerge. How can firms stay on top of a constantly evolving security environment?
Thomas Luken, Partner and Chief Operating Officer of Sikich LLP, has more experience with Lean Six Sigma than your average accountant. Back when he was heading up the tax practice for Kolb+Co, he worked with Dustin Hostetler on a Lean Process Improvement for their business tax returns.
Matthew Talley of Group 11 Advisors never expected to work in the accounting profession. He started his career as a banker after graduating from the entrepreneurship program at USC’s Marshall School of Business. But during the 2008 economic downturn, Talley noticed that “perfectly good businesses c...
For Dennis Sherrin, Managing Shareholder of Hartmann, Blackmon & Kilgore, it’s all about progress, not perfection. Seven years ago, firm leaders recognized they had an issue with employee engagement and wanted to improve training and development. Each year, the firm would compete for Best...
Client Spotlight: Kevin Gienger, Boldt Carlisle + Smith
Firm Name: Boldt Carlisle + Smith
Location: Salem, OR
# of Offices: 3
# of Partners: 7
# of Employees: 40
When Boldt Carlisle + Smith went through a merger a few years ago, firm leaders, including Managing Partner Kevin Gienger, were already aware that the firm had a few processes that were not consistent. But Geinger says the merger “shined a big spotlight on how different thi...
For Randy Nail, CEO of HoganTaylor, core values are not just words on a page of the firm’s website. The firm’s third core value, “Be Dynamic,” means they are constantly watching what is going on in the industry and how technology is changing. Nail says he and the rest of the partners at Hogan...
When Mark Radetic joined MarksNelson in 2003, the firm had 35 people and no formal education and training program other than the requisite 40 hours of continuing education hours per year. In a little over a decade, the firm grew to 150 people and was competing for talent with other g...
Client Spotlight: Kimberly Bustamante of Wiss & Company LLP
Firm Name: Wiss & Company LLP
Location: Livingston, NJ
# of Offices: 3
# of Partners: 26
# of Employees: 200
Kimberly Bustamante of Wiss & Company LLP took an unusual route to her role as Director of Operations. She was hired as an administrative assistant over ten years ago after another admin assistant quit...