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Talent or Tech?

Nov 9, 2017

Take a moment and consider what your firm's biggest asset is. There can only be one. This already is or will be the identity of your firm.

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What Do SMEs Really Want?

Jul 18, 2017

Our industry is experiencing a period of innovation that will continue to radically shape the way CPAs service their clients. It is important to try and recognize what SMEs are...

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Value: An Offer Your Client Can't Refuse

Jun 27, 2017

The days of providing little outside of traditional tax and audit at accounting firms are numbered.  Small and Midsize businesses in all sectors have a gaping need for fiscal...

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How Proactive Fiscal Management Builds Success In Business

Jul 6, 2016

Everyone wants their company to be wildly successful. When most businesses go through very rapid growth, they often find that the founder’s inspiration was mostly “being in the...

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How Risk Management Takes You to the Next Level

Jun 14, 2016

Sticking to your guns is a time-honored tradition.  After all, staying with what has worked in the past is thought of as the safe way to build the future.  But in 1962...

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Mentoring Others to Lead Successfully : Leadership Part 8

May 17, 2016

One of your most important jobs as an effective leader is that of mentor. Key to mentoring is the ability to create a safe environment for people to learn as you help them...

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Successful Recruiting: Leadership Part 7

May 10, 2016

Hiring the right people can have a huge impact on the culture and productivity of a company, and interviews provide the opportunity to find these right people. Interviews...

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Three Lessons for Accountancy Learned from CNBC’s “The Profit” and Marcus Lemonis

May 5, 2016

It’s no secret that I’m hopelessly addicted to turnaround shows like Bar Rescue, Restaurant Impossible, and everything in between. Lately I couldn’t help but notice that CNBC’s 

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Managing the Eight Elements for Success: Leadership Part 6

May 3, 2016

As a leader, it is necessary to make decisions about people quickly, confidently, and thoroughly. You can use the eight elements of performance to rank the people in your...

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How to Increase Profitability through Efficiency

Apr 26, 2016

I have experienced six economic recessions in my professional adult life:

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