Personal Development

The Only Thing We Leave Behind Is Our Legacy

2018 is one of those “milestone” birthdays for me and for many others born in 1958. By the grace of God, I have arrived at the age of 60!  Not long ago, I was graduating from college, meeting my wife, sitting for the CPA exam, and starting my career.  Back then, 40 was considered “old.”  […]
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Maximizing Motivation

For most of our clients, the fall busy season is over (hooray!), which creates time and space to focus on yourselves and your firms. It’s my hope that you’ll use this time to renew your focus on your team members, too, by making a real effort get to know more about your up-and-coming leaders. Knowing […]
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R-E-S-P-E-C-T in the Workplace Today

With the airways filled with memories of Aretha Franklin and how she sang about respect in a love relationship between a man and a woman.  I feel that respect is important in every relationship beginning with our own self-image and it essential in our effectiveness in the workplace. Respect is defined as a “feeling of […]
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An Introvert’s Guide To Creating Deeper Client Relationships

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It […]
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Leadership Spotlight: Katie Davis, Partner, James Moore & Co.

This month’s Leadership Spotlight features Katie Davis, Partner at James Moore & Co. Katie recently graduated from our Transformational Leadership Program™ (TLP) and we’ve enjoyed getting to know her over the past year. Katie has a passion for providing value to clients beyond traditional accounting services. In her role, she is actively involved in the […]
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Three “Be” Strategies to Develop Your Confidence Through Feedback

I’ve never been a fan of critical feedback. Entering situations where potential conversations related to my performance are a possibility, my little voice goes into high gear trying to convince me that I am a complete failure and fraud and yelling at me saying I’d be better off to just quit. This means going into […]
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Difficult Conversations You Must Have

The world is full of conflict.  We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a […]
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Want to Maximize Profits? Consider Highest and Best Use

According to the latest IPA benchmarking survey, CPA firm profits are under pressure. Across the Top 100 firms in that survey, talent costs are increasing faster than billing rates, resulting in a squeeze that’s reducing the bottom line. There are many strategies you can employ to relieve the pressure, and in this blog, we’ll focus […]
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You ARE Better Off Without Them!

I recently wrote a column for the Journal of Accountancy CPA Insider, talking to employees that are unhappy in their work. In this blog, I am talking to firm leaders about how to deal with partners who may be some of the cause of that unhappiness.  I don’t know how many times I have had Managing […]
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I’m Waving My White Flag!

I love being busy. My days go by fast and, when they do, I have the feeling of a successful day AND get the gratification of crossing off tasks from my work-to-do. I love being a “Yes” person to tasks, no matter the size, but it has its ups and downs. You see, there are […]
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Let’s Stop Paying Lip Service to People Development

Working with leaders of firms in completely different geographies and of a variety of sizes, I continue to have discussions with them about slightly different yet completely related topics:  a lack of traction in a mentoring program, an inability to get engagement reviews completed by both staff and managers and concerns that a partner group […]
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Personality Dynamics in Coaching

In our work with clients, we encourage using the Myers-Briggs Type Indicator® (MBTI) personality assessment to gain a better understanding of a leader’s preferences and how those preferences mirror or are different from others on their team. As a coach, we can use these insights about how they like to interact and communicate with others, […]
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Sorting Out My Stories

“The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.” ― Albert Einstein Some of the things I say about myself are true. I’m a mother, a wife, a daughter and a sister. I’m 5’4”,  right-handed, and have naturally curly hair. I’m a yogi […]
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Let Freedom Ring

I can’t believe another Independence Day is upon us. Wow!  Time again to reflect on our blessings as Americans. Earlier this year, I wrote about the three words I chose to guide 2018:  Change, Freedom and Joy.  Today, it seems appropriate to let Freedom ring in this 242nd birthday greeting to Lady Liberty. I’ve been […]
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Communicate to Drive Change

“Every time I find the meaning of life, they change it.”  ~ Reinhold Niebuhr Have you found the meaning of life?  If we each had to define our meaning, the meanings we’d interpret would be as diverse as our backgrounds, experiences and beliefs.  But no matter what you’re planning and expecting in this life, the one constant you […]
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Keeping seems easy. Stopping is hard. Starting even harder.

“Keep, Stop, Start” is a useful format or formula for analyzing and evaluating any job, position, project, process or venture, or anything you’re doing, playing, possessing, owning or working on in your life.  For ease of discussion, let’s simply refer to all of these as your “things.” Keep, Stop, Start is a handy way to […]
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My Favorite Motivational Quotes – What Are Yours?

I’m writing in the wee hours from the AICPA ENGAGE Conference.  During the conference, I’ve had the best time reconnecting with long-time friends and colleagues and making new connections, too. The conference has been a wonderful exchange of ideas and information so far, and I’ve drawn inspiration from so many. As I began writing this […]
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Millennial Strategies For Relating to Baby Boomer Clients

In 2019, Millennials will surpass the Baby Boomers as the largest living generation. Congratulations, my fellow Gen Y’ers – we are so close to officially having our reign! All kidding aside, many of us Millennials are at a turning point in our careers as we move into bigger leadership roles and take over longstanding client […]
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Crawl Out of the Hole of Setbacks and Failure

In my blog, Failure is Not Fatal, I explored some strategies to persevere when setbacks and failures rear their ugly head. They include setting a new goal, getting into action, not being a lone ranger and persevering. These strategies are valid and offer good reminders to help us move through setbacks and on to the […]
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Ask and You Shall Receive Feedback!

When speaking with participants of our Transformational Leadership Program, or meeting with young leaders at firm retreats, one consistent complaint we hear is that people don’t get enough feedback on the work they’re doing and consequentially, on their individual development. We’re talking a lot these days about improving feedback mechanisms, how firms need to deliver […]
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