Welcome to the Thought Leader newsletter

September: The season of opportunity As much as I love summer, I’m always glad when September arrives. Not necessarily because ...

Your firm’s biggest vulnerability  It used to be a small but consistent drumbeat from firms. But now, the whole band ...

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

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

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

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