Leveraging the Power of Automation for CPA Firms with Jessa Barnes
Are you wrestling with daily repetitive, mundane, and manual tasks or looking for ways to create capacity? Whether you’re a firm big, small, or something in between, automation technologies are great tools for creating capacity as well as providing many other significant impacts.
I sat down with Jessa to discuss exactly what a “bot” or “automation” is and how it can be applied in the accounting and finance world.
Best Governance Practices for Accounting and Advisory Firms with Allan Koltin
When you think of the most dynamic firms, what governance best practices do they generally have in common? How do firms find the right balance and how do they understand the opportunities and challenges their chosen intersection present?
I sat down with Allan Koltin to pick his brain on what he’s seeing and how he works with firms on this very topic.
The Intersection of Performance and Culture with Dave Sparkman
What does culture really mean, and how does it intersect and influence with performance at your organization? How do you build a culture you can be proud of, and how do you maintain it?
These questions and more are covered in my latest video with guest Dave Sparkman, former SVP of Culture at United Health. Give it a listen and share your thoughts in the comments below. We would love to hear how your culture influences your organization.
Mastering the Business Discipline of Practice Growth with Gale Crosley
Growth needs discipline. Accountants are all about service delivery and do a good job at it, but when it comes to growth, it's an afterthought "when there's time." Professionals need to connect the two to see true results.
I chatted with Gale Crosley to learn how to go deeper to make growth processes part of your daily strategy
Practical Solutions for Diversity and Inclusion in Accounting Firms with Courtney Arrington
When CPA firms think about diversity and inclusion, Courtney Arrington says, "Make sure there is an environment where people feel confident and encouraged to have conversations. Provide that safe space and offer education and training.
I had a great conversation with Courtney on not only diversity and inclusion but also leading during COVID-19.