Welcome to the Thought Leader newsletter

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

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. ...