Tribal knowledge is a term that frequently refers to how knowledge is retained in a firm. You can train everybody in the firm all you want, but if people aren't deploying what you have prepared them for, that’s a significant challenge. It can also be…

When I’m coaching people within a firm to position themselves for success and ultimately be promoted to Partner level, I recognize that everybody has different strengths and areas for improvement. My job is to help them realize their potential. However, with each one, we discuss…

What’s the secret to having a positive trajectory in your growth as an accountant? I’ve spoken plenty about the power of exceptional client service, but there’s also the power of being aligned with the leadership of your CPA firm. It sounds simple enough to do,…