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Nov 13 2014

Leadership Spotlight: Julie Miller, Business Writing That Counts

2019-10-29T08:52:37-06:00November 13th, 2014|Communication, Leadership, Personal Development|

We met Julie Miller, founder and president of Business Writing That Counts! at a Washington Society of CPAs Women’s Conference. We were so impressed with her message that we invited her to participate in our Leadership Spotlight series. Julie is a business writing expert, author, speaker, and trainer. She helps her clients achieve their personal [...]

Nov 5 2014

Six Ideas To Ensure Technology Impacts Profitability

2019-10-28T17:31:52-06:00November 5th, 2014|Governance/Decision Making, Guest Blogger, Leadership, Web/Tech|

Marc Rosenberg, President of The Rosenberg Associates, is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. We are happy to have him as this week’s guest blogger. For more information, visit www.rosenbergassoc.com. Managing Partners have many critical management duties. One is to ensure that the firm uses technology [...]

Oct 30 2014

Sales Tax: The Next Generation

2019-10-28T18:11:29-06:00October 30th, 2014|Guest Blogger, Web/Tech|

Will Frei of Avalara takes a look at the changes we’ve seen in the growth and use of technology and the way it’s affected sales tax management. When you were a kid, could you have imagined using the technology that we have at our fingertips today? Here’s another question: could you imagine going back to [...]

Oct 23 2014

Benefits and Challenges of Anytime, Anywhere Work™

2014-10-23T08:43:59-06:00October 23rd, 2014|Anytime Anywhere Work™, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership|

Earlier this year, we launched a survey to collect information about the adoption of flexible work initiatives within public accounting firms. We received valuable insights from 99 distinct firms and shared the overall results of the survey in my Survey Results blog. In this post, we’ll explore the positive and negative results firms experienced as [...]

Oct 15 2014

Self-Discovery – A guide for Growth

2014-10-15T14:05:13-06:00October 15th, 2014|Communication, Leadership, Personal Development|

As we face major changes in our world of work, our individual lives require adjustments. The better we understand our own strengths and weaknesses, the more we are able to not only survive, but thrive. Regardless of how we came to be the way we are, when we understand and accept what we do best [...]

Oct 8 2014

Leadership Spotlight: Brian Austin, Director, Accountant and Industry Relations, Avalara

2019-10-29T08:53:21-06:00October 8th, 2014|Leadership, Personal Development|

Brian Austin joined Avalara as Director of Accountant and Industry Relations in 2011. In his role, Brian works with accountants in public practice and industry, and with industry organizations like the AICPA and state CPA societies to evangelize the role of technology in solving clients’ sales tax issues. Prior to joining Avalara, Brian was Director [...]

Oct 1 2014

Generating Real Breakthrough Results Requires Action

2014-10-01T14:04:46-06:00October 1st, 2014|Leadership, Personal Development|

“I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.” Leonardo Di Vinci, Inventor and Artist As we meet with various CPA firm partner and manager teams across the country, we often caution them to refrain from listening to the discussion [...]

Sep 24 2014

Survey Results – Firms Are Moving Away From Time and Place

2014-09-24T09:06:21-06:00September 24th, 2014|Anytime Anywhere Work™, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership|

Earlier this year, we launched a survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were blessed with the generous sharing of 99 distinct firms. In this initial blog, we’ll share the highlights of the survey. In future [...]

Sep 19 2014

You Are Who You Are. But Does That Let You Off The Hook On Job Performance?

2014-09-19T11:20:19-06:00September 19th, 2014|Communication, HR/Organizational Development, Leadership, Personal Development|

We’ve been doing quite a bit of teaching about personality recently, using the Myers-Briggs Type Indicator (MBTI) and DISC profiles as the basis to lead self-discovery among individuals and teams. This work is inspiring and insightful, and we see the difference it makes as people begin to understand facets of their personality and how it [...]

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