Firm Management November 5, 2025
Why Fear of AI Is Actually Harming Your Firm Right Now
Right now, the anxiety about AI is costing firms more than inaction on AI itself. And it's showing up in ways that have nothing to do with technology.
Advisory August 18, 2025
Becoming Your Clients’ Most Trusted Voice
While technical skills might get clients in the door, it's the relationship that transforms them from occasional clients to loyal advocates.
Firm Management August 12, 2025
The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage
When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.
Firm Management June 24, 2025
When Teams Need More Than Technology: The Missing Piece in Firm Transformation
Because advisory firms don’t thrive on technology, they thrive on people—people who are clear, connected, and capable of using the tools with confidence.
Firm Management February 26, 2025
Why Your People Leave: Creating a Culture That Makes Them Want to Stay
Creating a firm where people choose to stay isn't about policies or perks—it's about building an environment where work-life harmony thrives and professional growth feels limitless.
Advisory January 10, 2025
Breaking the Burnout Cycle
We've normalized burnout in accounting for too long. We brush it off as an inevitable part of the profession, hiding behind phrases like, "It's just busy season" or "that's public accounting for you."
Accounting November 7, 2024
Using Work-Life Harmony to Thrive in the AI Era
With artificial intelligence and automation reshaping our profession, it's easy to feel like we're caught in an influx of change. But this transformation isn't just about technology. It's an opportunity to redefine what success looks like for us professionally and personally.
Advisory August 6, 2024
How Accounting Firms Can Build High-Performing Teams
High-performing teams are more than just a collection of the smartest or most experienced individuals. Nor are they the result of luck or chance. Instead, they are carefully crafted, nurtured, and sustained through a combination of the right people, a supportive culture, and effective leadership.
Firm Management May 24, 2024
Strategic Planning: Setting Visionary Goals for Long-Term Success
When change is the only constant, having a plan that adapts and evolves is crucial. But strategic planning is more than just a survival toolkit for today's challenges.
Firm Management March 5, 2024
Beyond Numbers: Cultivating Emotional Intelligence in the Accounting Profession
As we venture through the evolving landscape of modern business, the ability to adeptly navigate our own emotions and those of others has become indispensable for accountants looking to elevate their service beyond the numbers.
Accounting December 11, 2023
From the Top-Down: Reframing Leadership with Purpose and Connection
There's a deeper quest for a connection that inspires, motivates, and resonates personally with both the leader and their team.
Advisory October 5, 2023
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
