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Planning for the Future
 

Planning for the Future

Posted: May 16, 2018
Preparing for the future of one's own firm can be far more daunting to CPAs than planning for those of their clients’. From making themselves more marketable to succession planning for the firm, CPAs today need to not only adapt to changes in the accounting profession but learn to thrive in spite of them.


How to Manage People
 

How to Manage People

Posted: April 27, 2018
Managing others lies in the deeper un­derstanding of oneself and how one can relate to others in a way to motivate them towards efficiency and proficiency. In other words, get to know your style first then seek to understand others.


Recommended Reading
 

Recommended Reading

Posted: March 23, 2018
What do most successful people have in common? They read! I guarantee that an investment in your professional development will help you to become one of the most valuable staff at your company.

3 Busy Season Pitfalls to Avoid
 

3 Busy Season Pitfalls to Avoid

Posted: February 14, 2018
As your firm heads into busy season, whether you’re implementing new processes or not, keep an eye out for these three busy season pitfalls to avoid.

A GPS for Staff Success
 

A GPS for Staff Success

Posted: February 6, 2018
Establishing a clear career progression will allow employees to be engaged, motivated and eager to stay at the firm. Management should be focusing on effectively setting staff expectations as this will also help build trust and retain staff.

Six Tips for Starting an Advisory Practice
 

Six Tips for Starting an Advisory Practice

Posted: November 1, 2017
In order to stand out in a crowded profession, many financial professionals are leveraging the escalating trend toward advisory services. The ability to offer specialized knowledge allows you to differentiate yourself from competitors and position yourself more favorably within the marketplace.

The AICPA Leadership Academy – Why All CPAs Should Apply
 

The AICPA Leadership Academy – Why All CPAs Should Apply

Posted: October 20, 2017
AICPA's Leadership Academy is a great learning opportunity and a once in a lifetime experience that all CPAs should consider. Engaging with and learning from experts and peers allows you to develop in an open, creative and innovative environment. Read to find out one CPA's perspective.

 5 Habits of a Successful Managing Partner
 

5 Habits of a Successful Managing Partner

Posted: September 25, 2017
You have walked the path from staff to manager and ultimately to the pinnacle of partner in your firm. So, how do you develop the ability to see the opportunities, sift through those ideas and motivate your team?

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