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Apr 9 2015

How to Better Elicit Upward Feedback

2015-04-09T11:36:41-05:00April 9th, 2015|Communication, HR/Organizational Development, Leadership, Personal Development|

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 [...]

Mar 25 2015

Leadership Spotlight: Pete Miller, CPA, CFE, Shareholder, Clark Nuber

2019-10-29T08:51:20-05:00March 25th, 2015|Communication, Leadership, Personal Development|

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 [...]

Mar 18 2015

Stop Giving Away Your Services!

2015-03-18T10:34:38-05:00March 18th, 2015|Client Retention, Communication, Sales|

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 [...]

Mar 11 2015

What Does Your Firm Expect From Your Anytime, Anywhere Work™ Programs?

2015-03-11T12:13:38-05:00March 11th, 2015|Anytime Anywhere Work™, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development|

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 [...]

Mar 4 2015

Put Me In, Coach! Grooming Your Future Leaders For The Major League

2015-03-04T16:51:28-06:00March 4th, 2015|Communication, HR/Organizational Development, Leadership, Personal Development, Succession|

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 [...]

Feb 18 2015

Is Your Firm Leaving Potential Leadership Successors Behind?

2015-02-18T07:12:35-06:00February 18th, 2015|Communication, Governance/Decision Making, HR/Organizational Development, Leadership, Personal Development, Succession|

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. [...]

Feb 4 2015

Why Do You Care Where I Work? Six Reasons to Go Virtual

2015-02-04T15:53:40-06:00February 4th, 2015|Anytime Anywhere Work™, Communication, Current Affairs, Governance/Decision Making, HR/Organizational Development, Leadership|

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 [...]

Jan 7 2015

Leadership Spotlight: Sarah Johnson Dobek, Founder and President at Inovautus Consulting

2019-10-29T08:52:20-05:00January 7th, 2015|Communication, Leadership, Personal Development|

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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Listen to Episodes 1 & 2 here!