Advisory August 18, 2022
Are You Recruiting Like It’s 1989?
When it comes to people looking for a job, research shows that compensation and benefits are the basics that will get them in the door, they are not deciding factors.
June 14, 2022
Move Beyond Wishful Thinking
Expand your thinking, move past the easy answer, and go on a journey to determine the problem at hand. If you can learn those skills, it will set you on the path for true success, make you a better advisor, and if you ever get the chance to make a ...
May 18, 2022
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
December 9, 2021
Avoiding the Inevitable
Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.
November 11, 2021
Every Action Matters
For every decision we make, for every time we chose A over B, our outcome is fixed. In order to choose A we opted to not chose B. The equal and opposite reaction is the result of the decisions we make and what we didn’t do.
October 8, 2021
Go For It!
As we have learned in the past, the trends set by the Big Four always move downward to the rest of the profession and with this, we have all been given permission to follow PWC’s lead and finally acknowledge that remote work is here to stay.
September 7, 2021
Do You Really Work Too Much?
Even as we move into the so called “new normal”, one thing remains constant: working too much. Many accountants always have, and seemingly always will, work long and stressful hours.
August 13, 2021
Back to the Basics
Before the world changed in March of 2020, one of our goals was to become the most trusted professional advisor for our clients. At the even more basic level, we sought to make an impact in our client’s lives with the hope of helping in ways beyond ...
July 6, 2021
Dress Code 1,2,3
Now when it comes to dress code in the workplace, you cannot fall back to one single answer, you need alignment. This means before you take a generic workplace and virtual meeting policy you find online and deploy it where you work, stop and think ...
June 11, 2021
FOMO
At different moments in our lives, are attention is drawn to different things. Maybe we are excited for spring to turn into summer. Or perhaps we are eager or anxious about graduating from college. Or as we get older, nervous about our upcoming ...
April 13, 2021
What To Do Next? Too Many Options
Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...
March 12, 2021
Stop Selling: Who Needs Help?
By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...
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
