Successful Partners Do These Things
You are finally a partner. You have worked for the firm for several years and have proven your worth as a Senior Manager. All of a sudden things are different. …
Conviction
The followiing quotation certainly applies to managing partners. “What convinces is conviction. Believe in the argument you’re advancing. If you …
Peace of Mind
Your clients are not buying tax, accounting and financial services from you, they are buying peace of mind. They probably don’t realize it and maybe you …
Feedback For Managing Partners
I have worked with a lot of CPA firm partners over the years. I always try to observe and enlighten those in leadership positions. I also try to enlighten …
An Enlightening M&A Conversation
I have worked with many firms to help them achieve the best merger whether they are acquiring or being acquired. It is a very intense, thorough, and sometimes …
You Have a New Managing Partner – Just What Exactly is the Job?
When I became Managing Partner, it was an exciting time but I took on the position with little or no training or coaching. Who teaches you to be an effective …
Silence
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …
Four Pillars That Hold Up Your Firm
This month’s post is actually a repost of a blog written by Rita Keller covering some valuable information provided by Allan Koltin in an interview. It …
Planning Your Retreat
I facilitate a lot of partner strategic planning retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. …
Are You Doing All The Right Things?
We have just finished another tax season (unless you are in Texas, Oklahoma, or Louisiana). You wonder if you have served your clients well. You try to do your …