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,

We frequently say that giving the utmost client service is the best new business strategy because you may not only retain that client but also expand their business with your firm. Most CPA firms would agree with that statement. Yet, many of those same firms

Generally speaking, CPA firms will almost always respond to an RFP – whether they should or shouldn’t. So they act like there’s no cost to responding to an RFP, when in fact, there certainly can be in terms of out-of-pocket costs for producing printing materials,

One of the sadder days in the life of a CPA firm comes when a Partner has to leave the firm. Why? Picture a Partner who has some nice clients and maybe a nice book of business. All appears to be well. They keep plugging