Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
April 25, 2018
ConvergenceCoaching Launches 2018 Anytime, Anywhere Work Survey
Participation in the ATAWW Survey allows firm leaders to benchmark their current program offering against other CPA firms around the country. Results of the survey are shared with participating firms, along with best practices and strategies to drive ...
April 25, 2018
Accounting Firm Joins the #MeToo Conversation with Perspective from Leaders
With more than 2,000 people in 13 states, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, the firm focuses on major industry lines and serves clients in all 50 ...
April 24, 2018
4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm
Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...
April 24, 2018
6 Steps to Successfully Selling to the Healthcare Industry
In selling to C-Suite executives in the healthcare industry it’s important that you’re calling on the relevant executive for your sales opportunity. The first thing salespeople need to do is “sit on the other side of the desk” and view their sales ...
April 24, 2018
4 Reasons Businesses Should Not Choose a Big 4 Accounting Firm
Although the Big 4 have name recognition and a well-deserved reputation, businesses can get the same expertise and, oftentimes, better service at substantially lower fees when hiring a midsized regional accounting firm.
April 24, 2018
Amazon Student Loans? Students Want Them
Amazon's growth and expansion into numerous verticals has been unparalleled in the American economy. Just last month, The Wall Street Journal reported that Amazon was in talks with the big banks, including JPMorgan Chase & Co., to develop a checking ...
Accounting April 24, 2018
10 Tips for Accounting for Professional Athletes
Whether you’ve provided tax and accounting services for professional athletes in the past or are just getting started, you’ll want to pay special attention to these 10 key issues that are unique to this type of client.
April 18, 2018
6 Spring Cleaning Tips for the Post-Tax Season
Tax season is over - hallelujah. From my experience working with numerous accounting firms on their digital strategies, I know for a fact that a number of accountants (but mostly partners and practice owners) get close to burnout during this season ...
April 18, 2018
7 Tips to Get the Most from CPE Credits
As a working CPA, your time is valuable. Faced with the duties of your profession, it’s challenging to find the time to earn continuing education credits. It’s especially difficult if you happen to be the CEO of a successful accounting firm as well ...
April 17, 2018
Apps We Love: 21st Century Adulting
The Urban Dictionary defines Adulting in this way: To carry out one or more of the duties and responsibilities expected of fully developed individuals (paying off that credit card debt, settling beef without blasting social media, etc).
Technology April 17, 2018
Making a Pitch to Athletes and Their Agents That Gets a Home Run
With the Olympics in our recent past, it’s no wonder you might be thinking about adding a professional athlete industry vertical to your firm’s growing business. But, where do you being? How do you get on their radar? What should your pitch look like?
April 16, 2018
Lessons I Learned from “The Greatest Showman”
The critics complain that the storyline isn’t true to fact, that the movie is “square” because people don’t like musicals any more, that the presentation of “human oddities” like a bearded lady, Tom Thumb, and others, is exploitive and inappropriate.