As we move with cautious optimism into 2021, I’m happy to share a recent dialogue with Guy Gage, owner of PartnersCoach®, a coaching and consulting firm for professionals in private practice. We focused on what COVID has taught us about growth, change and leadership in difficult times.
Learn MoreIn recent weeks, I’ve observed a sometimes subtle but significant shift among forward-looking CPA firms, away from filling the pipeline with leads and toward managing the leads coming in the door. In a time of plenty, as today, these firms are wisely focusing internally to assure that the practice growth side of their business is as strong and sophisticated as the delivery side.
Learn MoreLeverage this Exceptional Business-Building Tool CPA firms often ask for my top recommendation to help them win large opportunities. Unequivocally, I suggest the development and strategic deployment of the “opportunity pipeline.” Hands down, it is the single best tool to identify and reel in big pieces of business. Sound difficult? It’s not. In fact, creating…
Learn MoreDan Hood from Accounting Today interviews Gale about expanding your geography.
Learn MoreMost of us first became aware of blockchain—the distributed, cloud-based general ledger—as a technology associated with Bitcoin. Today blockchain is emerging with extraordinary implications for firm growth. At the most recent AICPA Blockchain Symposium, I talked with three pioneers in the field.
Learn MoreThe changes this pandemic has wrought don’t appear to be temporary, as we once imaged. It’s no longer a question of waiting this thing out and returning to yesteryear. That’s why I’m advising my clients to reevaluate their growth strategies.
Learn MoreOnce upon a time, it all seemed easier. Didn’t it? CPAs were referred in to do tax returns, audits and accounting. Beans were counted and cocktails were enjoyed at the country club. Today, we are told our “bread and butter” services will be relegated to AI and other technologies.
Learn MoreFor many years, only the largest accounting firms had business developers on staff. For smaller organizations, the very idea of “selling” seemed somehow beneath our profession. And with audit and tax nearly the only offerings on the menu, there wasn’t a lot of sizzle to sell.
Learn MoreRead the article on CPA Trendlines.
Learn MoreDan Hood of Accounting Today talks with Gale about the changes in skill mix needed for today’s forward-thinking firms.
Learn MoreClive Viegas Bennett, CEO of MGI Worldwide, has a fireside chat with Gale about growing through and after COVID.
Learn MoreIn late 2015, Eli Fathi was named CEO of the artificial intelligence firm MindBridge. Fathi’s enthusiasm for AI was sparked by the purchase of DeepMind by Google in 2014, demonstrating the potential power and opportunities for AI-based applications.
Learn MoreLi Wang, Accounting Department Chair for the University of Akron interviews Gale about where an accounting career can lead.
Learn MoreReprinted with permission from International Accounting Bulletin. If you’ve spent more than five minutes with me – in a seminar, in consultation or reading my articles – you know that I am passionate about strategic practice growth. In this article I take a step back and address the reasons for my conviction. Strategic growth is…
Learn MoreLi Wang, Accounting Department Chair for the University of Akron interviews Gale about her business career.
Learn MoreCheck out the video at https://aicpaconferences.com/aicpa/sessions/48987/view Description Sustainable growth requires the right leaders in the right positions, and conditions that will guarantee their success. Transforming your partners from individual contributors to a highly collaborative group of growth leaders will enable them to successfully navigate today’s complex technology-centric markets. Gale helps you explore and develop the…
Learn MoreDoes 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.
Learn MoreGale explores developing the capacity of your partner group to embrace the new technologies to achieve optimal firmwide growth. https://aicpaconferences.com/aicpa/sessions/48987/view
Learn MoreMichelle Arnold is the Executive Director of Prime Global North America. Part I focuses on why some firms grow and others done, what’s different from growing in a normal environment and staying on track with growth. Part II covers converting prospects to revenue, full service vs. specialization and making fast decisions.
Learn MoreYou know it’s a good roundtable discussion when you come away feeling that you’ve learned as much as you’ve shared. That was my takeaway from the virtual sessions I recently participated in along with Angie Grissom and Allan Koltin. We were joined by hundreds of managing partners and firm leaders.
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