Welcome to the Thought Leader newsletter

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

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

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

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

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

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