Technology: It’s a Journey, Not a Destination – Is your business model leading you in the right direction?

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By: Gale Crosley & Kacee Johnson 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

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When Technology Meets Service Lines – Get IT out of the back room and working for you.

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Reprinted with permission from Accounting Today.                                                            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

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Live Video for Managing Partners and Other Leaders – A Discussion with Top Consultants in the Profession

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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

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Pivot to Projections – Because the Current Market Needs Analysts More than Historians

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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 of us sequestered at home, it may be some time since you’ve actually been in

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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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