Welcome to the Thought Leader newsletter

Ideas for the journey to better every day

business superhero
March 2023

Are you an inspiring leader? You might be surprised  We know it’s a busy time of year for everyone, so ...

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online job search
February 2023

Firms must become better places to work  I’m just speculating here…but it’s never appeared to me that new employees took ...

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Learn why traditional practice management isn't working
January 2023

Traditional practice management isn’t working  A holistic approach is what’s needed to run a modern accounting firm today. Getting it ...

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two men and a woman surrounding a laptop computer
December 2022

4 must-do ideas on my year-end checklist What a year! It’s been interesting to see the effects the pandemic has ...

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busy office environment
November 2022

Smart Client Management: Prioritizing your firm’s most valuable assets I hope everyone’s tax season wrapped up with immense success. Now, ...

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person filling out a tax form
October 2022

Automation and adoption with intention  With tax season just behind us—well, almost—remember that one tax return where the client digitally ...

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