Newsletters
May 2013
Conference Season. The next couple of months officially kick off conference season. Conferences are where you send your best and brightest to learn and explore from peers and bring back...
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April 2013
March Madness. Whether you read the words “March Madness” and think about the chaos that happens within your firm during the months of March and April or you think about...
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March 2013
The personal touch. My wife and I were incredibly blessed last week with the birth of our third child, Blake. As any parent knows, the emotions during child birth and in...
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February 2013
Staring at an impasse. A couple of weeks ago on the phone a client asked, “Dustin, can you come in and facilitate a meeting between one of our process teams and...
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January 2013
Built for success or doomed for disappointment? As your firm and your service teams ramp up for busy season, have you given them everything they need to be successful in the...
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Happy Holidays 2012
We would like to wish all of our clients and friends a happy holiday season. 2012 was another exciting year for us and for many of our clients....
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December 2012
Feeling the Frustration? How many times has your CPA firm implemented a process change (new technology, process step changes, etc) only to find out, on the back-end after implementation, that...
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November 2012
The “Ah Ha” Moment. I was recently leading a training session with a new client’s management team when I was asked, “How do you get someone to see and understand that...
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October 2012
“The old CPE model in public accounting is broken.” This idea of the traditional CPE model being broken has caught my attention several times over the past couple of months....
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September 2012
Scrambling. Be honest, how many of you have witnessed you and your colleagues scrambling the last two weeks before 9/15?...
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