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Gale's Cornerstone Book
Gale’s book, At the Crossroads: The Remarkable CPA Firm That Nearly Crashed, Then Soared is a delightful parable about a sleepy, uninspired CPA firm that transforms into an accounting powerhouse.
Meet managing partner Joe Abriola who has just learned that his partners are on the verge of mutiny. How does the firm recover and thrive? Spoiler alert—Gale’s growth model swoops in to save the day! The book is an instructive tale that’s filled with valuable insight on achieving growth despite the odds.
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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.
Gale 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
Michelle 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.
You 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.
The role of innovation in our profession is unquestioned. It is widely accepted that new offerings, especially those that are technology-based, are critical not just for growth, but for an accounting firm’s very survival.
Charles Darwin may not have lived through a pandemic, but he certainly knew a thing or two about adaptation. “It is not the strongest or the most intelligent who will survive,” wrote Darwin, “but those who can best manage change.”
Gale Crosley, Allan Koltin and Angie Grissom join forces to discuss strategies for firm leaders.
When was the last time you visited the office of your Chief Information Officer? Did it look like a post-apocalyptic RadioShack—shelves and surfaces strewn with coils of computer cable, thumb drives, keyboards, monitors and random mice scampering about? If so, your firm may be living in the tech past and ignoring a significant opportunity for growth.
Gale Crosley, Allan Koltin and Angie Grissom join forces to discuss strategies for firm leaders Thanks to popular demand, our first live video for managing partners and other leaders is completely full. Join us for a second roundtable on May 7. Grab a cup of coffee and join leading industry consultants Allan Koltin, Angie Grissom…
Reprinted with permission from Accounting Today Because the Current Market Needs Analysts More than Historians Major upheavals in economic conditions present an opportunity for significant growth. For firms prepared to embrace this concept, it’s go time for new service innovations that clients and prospects want, need and are willing to pay for. With so many…
Watch CPA Trendlines discussion with Gale Crosley and Jeff Mowery. Read the full article “Geared Up for Exponential Growth at Mowery & Schoenfeld CPAs” on CPA Trendlines.
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 Cuomo stated, “This is a war. We have to treat it like a war.”
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. …
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…
You don’t have to be a gym rat to know that when they go unused, muscles atrophy and are less able to help the body function and thrive. As for how to build muscle, everybody has an opinion. But whether you ask a bodybuilder or a doctor, the recommendations all acknowledge that the more you train a muscle, the more you trigger its growth.
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.
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…
Dan Hood interviews Gale about how to land the big fish!
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…
“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 for making these decisions. It’s known…