Welcome to thoughtleader newsletter

Ideas for the journey to better every day

July 2022

Most firms do 90-10…but the magic happens at 10-90! My wife Michelle and I recently took an extended trip to ...

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June 2022

Say (or scream) it with me: Tax season sucked I’ve talked to multiple firms since busy season ended and the ...

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May 2022

Smart Client Management: The only way forward Relying solely on tax season revenue is wrong. And I’ll tell you why. ...

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April 2022

Your last painful tax season For the past 15 years, I’ve chatted, spoken, written and taught about the need for ...

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March 2022

Is tax season broken—or are we? For the last few years, tax season hasn’t worked for anyone. Not for the ...

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February 2022

The new world of smart client management Like many other things in our lives right now, it really is a ...

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