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April 1, 2021

It might be time to implement Plan B.

Working with hundreds of companies and accounting firms, it is always amazing how many leaders are comfortable letting their firms wander down the road with no defined and agreed upon destination – no shared vision of the future.
January 18, 2021

Why is Executing the Firm Strategic Plan so Challenging?

Working with hundreds of companies and accounting firms, it is always amazing how many leaders are comfortable letting their firms wander down the road with no defined and agreed upon destination – no shared vision of the future.
January 1, 2021

Would You Rather Be At The Dinner Table Or On The Dinner Menu?

I was recently asked “why is growth important?” My short answer was that it comes down to perspective – would you rather be at the dinner table or on the dinner menu?
December 21, 2020

Is Denial A River In Egypt Or Is Denial The State Of Your Firm?

Silly question – we all know that denial is not a river in Egypt but how many of us know that denial is the state of our firm?
December 7, 2020

Does Your Firm Have A Virus? (My Client, My Book)?

While many mid-sized CPA firms strive to be well-managed, many fail short of this ideal state and revert to the loosely managed style at mid-sized law firms which allows for operating silos.
November 23, 2020

Are Your Governance And Operating Models Effective?

November 9, 2020

An Often-Overlooked Benefit Of Doing M&A Transactions

October 26, 2020

Want To Remain Independent? Need To Get Bigger, Stronger, Better!

October 12, 2020

Are You Creating Your Strategic Plan Based On Myths Or Facts?