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The Key to Planning for Your Firm’s Success

"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to planning, because once we have the end in mind for how we want our firms and our lives to be, we must devise a plan, or a roadmap, to make it a reality.

Darren Root, CPA, CITP, CGMA

Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image

Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also mentioned that the signage outside our office was consistent with the brand inside the office and our landscaping was well-maintained.

Darren Root, CPA, CITP, CGMA