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 …
Some Good Information From the AICPA About Estates
Be sure you are talking to your clients about estate planning. The following is from the AICPA. AICPA: Five questions to ask to keep the IRS off your estate No …
Managing Partners – Be Bold
During my many years working in public accounting and my many years of consulting with CPAs across the country, I have met all types of accounting firm …