Five Tips for Managing an Accounting Firm in 2018

Five Tips for Managing an Accounting Firm in 2018

It’s tough to run a successful accounting firm, and it’s getting more difficult with the war for talent and the commoditization of accounting firm services.  Having worked with hundreds of firms since 1996, here are five matters to consider within your firm as...
Tax Season 2014 Debrief

Tax Season 2014 Debrief

Congratulations on the end of tax season! I know many of you are planning a tax season debrief with your team. The outcomes are typically two-fold: 1) Let your team get some things off of their chest, 2) develop an action item list. Of course, the session needs to be...
End-of-the-Year Pareto Analysis Tips

End-of-the-Year Pareto Analysis Tips

Firms are focused on assessing how they are ending the year financially and how next year is going to look.  One key variable in the assessment to help determine where your firm is (and where you are going) is to perform a Pareto Analysis.  I’m surprised at how many...
A Few Things to Consider Before You Turn 50

A Few Things to Consider Before You Turn 50

Many practitioners and partners experience a seminal moment as they move towards 50, or shortly thereafter, where the following 4 major shifts occur: 1) You realize your time on earth is finite! That is, you have had many successes, made many mistakes and for someone...