Accepting New Clients
All the talk in CPA circles recently has been about getting rid of C & D level clients. Many of you have done just that. In most cases, it wasn’t a …
Get The Most Out Of CPE
No matter what the size of your firm, I’m sure you have a CPE (Continuing Professional Education) budget. How you spend these dollars is not something that …
Seven Steps to Success
I have read a lot of John Maxwell’s books over the years and have enjoyed using his motivational quotations. This month I want to share with you …
Procrastination
I spent many years dealing with procrastinators. It is surprising to me that CPAs, who are driven by due dates, are also procrastinators. Sometimes I think …
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 …