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Over 1,200 partners and staff attended in person and the balance of the 2,100-member team did so virtually. → Read More
If you have a partner but no agreement, get one. → Read More
Mistakes have to be expected and in some cases need to be made, but not continually repetitive mistakes. → Read More
You are the role model of what many of your staff will aspire to. Ask yourself if you would enjoy working for you. → Read More
Learning needs to be continuous, yet a lot of accountants aren’t growing. → Read More
Some recent virtual retreats for sole practitioners and for two- and three-partner firms yielded insights into how to improve practice management. → Read More
Considering how involved tax season is with its many moving parts, there is always room for some improvement. → Read More
Art of Accounting: KPIs for accounting firm owners → Read More
I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting. → Read More
When a new book was recently published about internal controls, I wondered about its benefits or use. → Read More
Each checklist was developed based on a need, at that time, and at times I use almost every one — though some much more than others. → Read More
Here are some suggestions of ways to feel happier in 2019. → Read More
Recently, I’ve received some calls from partners seeking some guidance about growing their practices. → Read More
Even in firms that want to grow, some partners do not. → Read More
Tax season ends tomorrow, and hopefully you will take off April 18, so you’ll be ready to start the rest of the year on Thursday. How will you manage this? → Read More
A technique I have become comfortable with is Managing by Wandering Around (MBWA). It seems I have been doing this ever since I started managing someone. It just evolved as an effective technique long before it started appearing in articles and books. → Read More
Did you ever think about your value to your clients and what they are paying you for? → Read More
Back in 2010, I wrote a book called "Power Bites," containing some concise management, leadership and lifestyle advice I give to my clients. → Read More
Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship. → Read More
A few months ago I suggested that becoming an expert generalist as a niche was a possible career track for someone in a larger firm. I received a lot of feedback that caused me to rethink the column, and I have. → Read More