Meet a CPA with a New Vision. She’s Betting on Bots, and Early Results are Impressive.

by & filed under All Articles, Featured, Technology and Innovation.

Reprinted with permission from Accounting Today. One of the most gratifying aspects of my work is gaining an inside view of diverse accounting firms and their leaders. The creativity that’s transforming our firms, and our profession, is nothing short of inspirational. And this is true of the smallest to the largest firms. Among the most

Read more »

It’s (Almost Past) Time to Tackle Technology. A Timely Conversation with Jim Bourke.

by & filed under All Articles, Featured, Technology and Innovation.

Reprinted with permission from Accounting Today. I’m not a betting woman, but I would wager a vanilla latte that you’ve recently attended a meeting about the need for your firm to transition from accounting to consulting. If that hasn’t happened, it should. Soon. Our profession is at an historic crossroads, and for firms with growth

Read more »

Revenue Segmentation: A Framework for Transformation

by & filed under All Articles, Featured, Technology and Innovation.

Reprinted with permission from Accounting Today.  “Gale, our firm needs to grow! What technologies should we bring to market? And how will we acquire the skills to deliver those offerings?” These are among my favorite—and most frequently heard questions. Why favorite? Because unlike some conundrums firms face, there actually is an answer, an achievable framework

Read more »

How’s Your Harvest? Low-Hanging Fruit Is Great. Until It Dries Up.

by & filed under All Articles, Featured, Growing Segments.

Reprinted with permission from Accounting Today. A client recently shared a story about a magical desert oasis where apricot trees flourished and merchants harvested the abundant, low-hanging fruit, weighing down the low tree branches. One day a new merchant appeared. He was an ambitious young man who started climbing the trees, seeking and harvesting the

Read more »

Check Your Watch. It’s Innovate O’clock! Steps to renew or refresh your offerings.

by & filed under All Articles, Featured, Technology and Innovation.

Reprinted with permission from Accounting Today.  One of the hottest concepts in business these days is “disruption.” In fact, a KPMG survey found that three in four CEOs surveyed worldwide said their companies are striving to be market disrupters. In many sectors, effecting dramatic change in how business is done (disrupting) is a deliberate pursuit.

Read more »

Motherhood, Apple Pie and Thought Leadership – Lead with your thoughts, then innovate.

by & filed under All Articles, Featured, Growing Segments.

Reprinted with permission from Accounting Today. If thought leadership was not a contender for phrase of the year in recent times, it should have been. It’s a motherhood-and-apple-pie-flavored bite of business jargon defined by Business News Daily as “the honest and admirable ambition of being viewed as a credible industry expert, one who cuts through

Read more »

Do You Really Want to Land that Big Fish? Or do you just want to carp about the one that got away?

by & filed under All Articles, Developing Large Opportunities, Featured.

Reprinted with permission from Accounting Today. It drives me crazy to hear complaints about lost business opportunities, when there was very little understanding about how to land that big fish. If you’ve got something of value to offer and are approaching the right buyer, reeling in the big ones isn’t rocket science. It’s a proven

Read more »