Communication

Creating Straight Lines Out of Triangles

At ConvergenceCoaching, we strive to help our learners incorporate the concepts from our training into their daily life and patterns of work. One way we help participants accomplish this is to ask them to make one commitment – to choose one action or behavioral change to commit to out of our discussions. In looking back […]
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Relentless Recruiting

In this third blog in our series on recruiting, we are going to share best practices for staying on top of your recruiting efforts and tracking your results using an organized, systematic approach. We want you to develop a recruiting process that is ingrained in your firm and happens on a regular basis, even when […]
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Four Activities To Boost Your Personal Brand

Your personal brand is your “professional reputation.” It’s affected by the way that you present yourself – your skills, knowledge and technical expertise – and how others (colleagues, clients, prospects and even personal connections) perceive you in return. We recently held a web seminar on the topic of “Personal Marketing Strategies for Summer” where we […]
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Six Ideas for Building a Recruiting Community

With unemployment in the accounting profession estimated to be half the nation’s rate of 5.6%, recruiting the talent to run your firm and serve your clients isn’t getting easier. In our previous blog entitled Finding Success in Recruiting Requires a Change in Philosophy, we shared some philosophical changes that should put your firm’s recruiting efforts […]
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Leadership Spotlight: Allan Koltin, CPA, CEO, Koltin Consulting Group

Our good friend Allan Koltin is CEO of Koltin Consulting Group, Inc., a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. For fifteen consecutive years, Allan has been named by Accounting Today as one of the […]
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If At First You Don’t Succeed…

This past year, I have been blessed to serve as a coach in our Transformational Leadership Program (TLP). Once again, I have experienced the fact that the teacher learns right alongside his or her students, and often learns even more. When our third class of TLP participants started the program June 1, 2014, the “finish […]
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Fellow Millennials: They Call Us Entitled, But Our Future IS In Our Hands

In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of […]
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Finding Success in Recruiting Requires a Change in Philosophy

Public accounting is experiencing one of the toughest periods of staffing in our profession’s history, and we believe it is just beginning. 78 million Baby Boomers are planning to retire over the next 10 – 12 years while there are fewer than 50 million Gen Xer’s to succeed them. Millennial accountants (33 and younger – […]
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Embracing Change as a Means to De-Stress

Welcome back to work after Passover, Easter, Spring Break, the Thai New Year – and the tax deadline end in sight! Though we look forward to these special times, we also endure the stress of change. Mother Nature reminds us at the change of each season that change is a part of life to embrace. […]
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How to Better Elicit Upward Feedback

Many benefits arise from embracing a people-centric culture. People that feel like their employer cares about their well-being and their thoughts and ideas about the firm, too, are typically more engaged and motivated in their daily work. Part of this people-centric culture includes a commitment to ongoing learning and development. Stretching that commitment across every […]
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Leadership Spotlight: Pete Miller, CPA, CFE, Shareholder, Clark Nuber

May 2015 will mark Pete Miller’s fifteen year anniversary with Clark Nuber, a 2014 Inside Public Accounting Top 200 Firm located in Bellevue, WA. Pete manages a number of audit engagements in various industries from manufacturing to technology and construction. His specialties include employee benefit plan audits, internal control audits and fraud investigation and prevention […]
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Stop Giving Away Your Services!

As far as we’ve come as a profession, we still encounter CPAs who struggle to bill for services delivered (and/or time incurred) beyond the scope of their original engagement. And, young people are not being taught the valuable skill of managing scope and resetting expectations with overruns, so the issue perpetuates. Even worse yet, your […]
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What Does Your Firm Expect From Your Anytime, Anywhere Work™ Programs?

In our spring survey on the adoption of flexible work initiatives within public accounting firms, only 47% of respondents indicated that they have a written policy in place for their anytime, anywhere work programs. When we asked for advice that firms with flex programs had for others, or lessons they’d learned, 27 firm respondents related […]
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Put Me In, Coach! Grooming Your Future Leaders For The Major League

Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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Why Do You Care Where I Work? Six Reasons to Go Virtual

If you’ve followed the posts in our Anytime, Anywhere Work (ATAWW) blog miniseries, you’ve read the summarized results from our survey, the benefits firms experience from ATAWW, the performance measures firms are using and the wisdom and advice shared by our respondents. In this post, we’ll share the top reasons why firms must adopt a […]
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Leadership Spotlight: Sarah Johnson Dobek, Founder and President at Inovautus Consulting

We have had the privilege of working with Sarah Johnson Dobek in a variety of capacities, but mostly through our membership with the Association for Accounting Marketing and The CPA Consultants’ Alliance where she serves on the board as the chair of the Marketing Committee. Sarah helps public accounting firms to grow – faster and […]
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Anytime, Anywhere Work™: The Wisdom and Best Practices of Others

“What one piece of advice would you give other firms planning to offer any form of anytime, anywhere work program?”   That’s the final question we asked in our spring survey on the adoption of flexible work initiatives within public accounting firms. And, in this fourth blog in a six part series, we’ll explore the […]
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There Is No Try!

I’ve written several blogs on the power of giving – and asking for – by-when dates. However, it can be common to hear a little word get in the way of commitments — the word “try.” I’m amazed how much the word “try” shows up as I go through my day. My kids say, “I’ll […]
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What Is Your Reality?

I was struck by an October article published in the New York Times entitled, “What if Age Is Nothing but a Mind-Set?”, highlighting some of the research conducted by well-known psychologist and Harvard professor, Ellen Langer. My mother (a long-time advocate of promoting mindfulness in your daily life) had sent it to me because its […]
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