“Sometimes adversity is what you need to face in order to become successful.”  – Zig Ziglar Our country has a long way to go before we fully adapt to a COVID-19 world and navigate compounding national issues.  But CPA firms are resilient and have made major strides in adapting to a new and challenging environment. …

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With COVID-19 spreading, many firms are allowing or requiring more remote work than they may have in the past. Whether it’s a move to protect the health of your community or a longer-term strategy for recruiting, retention and profitability, here are five key practices that can help you manage remote workers. Remote work options are…

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Our Chicago roundtable, consisting of the most prestigious and largest local CPA firms in the Windy City, recently convened a conference that brought the house down.  Our goal was (a) to address the #1 challenge to CPA firms today – managing all staff issues from recruiting to retention to developing NextGen leaders and (b) to…

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Our Chicago roundtable, consisting of the most prestigious and largest local CPA firms in the Windy City, recently convened a conference that brought the house down.  Our goal was (a) to address the #1 challenge to CPA firms today – managing all staff issues from recruiting to retention to developing NextGen leaders and (b) to…

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Our Chicago MP Roundtable recently spent a morning with the profession’s #1 expert on all things staff-related, Jennifer Wilson. Jen is perennially listed by Accounting Today as a Top 100 most influential person in the accounting profession and by INSIDE Public Accounting as one of the Top 10 most recommended consultants to CPA Firms. Here are some key takeaways…

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Our Chicago MP Roundtable recently spent a morning with the profession’s #1 expert on all things staff-related, Jennifer Wilson. Jen is perennially listed by Accounting Today as a Top 100 most influential person in the accounting profession and by INSIDE Public Accounting as one of the Top 10 most recommended consultants to CPA Firms. Here…

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Our MP roundtable recently spent a morning with one of the most dynamic and inspiring CPA firm HR directors I’ve met in quite a while – Sarah Baltzell of $30M Peterson Sullivan in Seattle.  I love Sarah’s motto in life: “Do it with PASSION or not at all.” Whenever I talk to MPs of Top…

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Since the dawn of the accounting firm, retaining staff has bedeviled partners. High turnover limits growth and hinders succession planning. Turnover has numerous causes. Some are out of our control— (i.e., staff find they are not cut out for a public accounting career, relocations), but many are eminently controllable. A lot of the blame for…

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