Year: 2021

When I tell people I made Partner in a CPA firm at 31 years old, people ask what my “secret” was. Did I know the right people internally? Did I land one particular client that was monumental to the firm’s success? I guess you could…

In practically every CPA firm, you can count on many different generations being represented and, with that, several different communication styles. The way you communicate to millennials versus Generation X versus Boomers can create unique challenges each time. Whereas some people want facts delivered to…

As CPA firms begin to reacclimate themselves to the workplace beyond COVID-19, they will need to look upon the idea of engaging with their people with a fresh set of eyes. With the assumption that a significant portion of your firm may wish to work…

Many of the people we teach at CPA firms are coming up through the ranks and getting promoted up to Director. Yet, one of the things we've noticed is that certain people are afraid of making Partner and the impact that it will have on…

We often have a picture of CPA firms that they do not feel like they have to exert themselves to retain clients. In other words, they have to screw up pretty badly to lose them. That’s a low bar to clear. File taxes when they…