growth strategy articles

Home Alone. But Not Really.

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As I stood in the shower one morning earlier this week the words, “This feels like war” came to mind. Not that I’ve been in one. But I’m experienced enough to recognize the panic, uncertainty and vulnerability.  Moments later, with coffee in hand in front of the TV, I listened as New York Governor Andrew

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The new normal – one recommendation to consider

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During these times, send an important message to your clients. An email from the managing partner should include a “right brain” message communicating calm, compassion, and confidence that the firm will support them through the business and personal impact of the crisis. It should reflect your own voice and come across as warm and human. 

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Technology: It’s a Journey, Not a Destination. Is Your Business Model Leading You in the Right Direction?

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Reprinted with permission from Accounting Today.  Does your firm’s spreadsheet of current projects include anything along the lines of “Complete tech overhaul” or “Create innovation strategy?” If so, you may want to consider revising the document. It’s not that gaining sophistication in the area of technology is a bad idea. Quite the opposite. The problem

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Initiate to Innovate: Because Passivity is Passé

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Reprinted with permission from Accounting Today. The 19th century English clergyman William Pollard said, “Those who initiate change will have a better opportunity to manage the change that is inevitable.” Pollard’s words reflect something I’ve observed for some time: Our profession has a built-in bias toward passivity. Yet our future requires a proactive mindset in

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

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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

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

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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

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Revenue Segmentation: A Framework for Transformation

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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

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