Do You Have an Attitude of Gratitude?

As we approach Thanksgiving, many of us are reminded of the things we are thankful for in our lives. For many, this thankful posture extends to our professional life. If you had the opportunity to build your business from the ground up, you probably have a deep appreciation for those first few clients that allowed…

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Spotlight: What to Expect When You’re Expecting…to Relocate

Office relocation is a decision that many accounting firms encounter at some point as a result of firm growth, leases ending or marketplace changes. Most of the time, the very thought of an office move incites feelings of anxiety and stress.  This month’s Spotlight digs into the challenges and success stories of moving a business…

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Recruiting & Retaining More Women In Your Accounting Firm

Every year around this time, we become inundated with requests for assistance in recruiting top talent. As we meet with firms to discuss recruitment, the topic of succession planning almost always comes up. Bottom line: firms are struggling for talent and they need successors. Recently, we had the pleasure of launching a manager training program…

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4 Ways to Help Young Rainmakers Develop Their Skills

If you talk to most CPA firms, rainmaker succession is a critical issue. Building and developing the next generation of business developers is critical to a firm’s success. We see 2 common problems that prevent firms from succeeding in this area: Not transferring knowledge Firms unintentionally bottleneck their progress by hoping that young rainmakers will learn through…

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