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Survey benchmarks provide a window into what other firms are - or are not - laying the foundation for strategy development or adjustment. However, merely assessing results is only part of the success equation. I'm here to help you turn your survey results into meaningful

Becoming a partner isn't just a title change — it's a mindset shift. This recent Journal of Accountancy article offers practical tips for first-year partners, but more than that, it reminds us of the deep responsibility that comes with leadership in today's accounting firms.

Today, we honor Juneteenth, commemorating the emancipation of the last enslaved African Americans in the United States. As we reflect on this historic day, let’s celebrate the progress made and continue to strive for equality and justice for all. #Juneteenth #FreedomDay

The game changes when you become a leader within a CPA firm. Thankfully, you don't have to navigate the challenges alone. My team and I assist accounting firm leaders in sorting through and solving issues, helping them to become better leaders, grow their skills, and find

Navigating the future of your accounting firm can be complicated. Whether considering staying independent, exploring M&A, or other capital options, you don’t have to decide alone. Let’s discuss the best path for your firm’s success and sustainability. cstu.io/76b0a2

As we head into July, my team and I are preparing for a number of partner and strategic planning retreats. If you've never been through a retreat with me, you may be curious about my approach. It all starts by listening. We work directly with firm leadership and collect input

The accounting profession is experiencing many disruptions that impact how we do business, and many of them are forcing firm leaders to reevaluate their succession plans. Succession planning is no easy task, even during the best times. It involves a bit of art and a little

Today, we honor the bold visionaries who shaped our nation’s path to independence—and we reflect on the power of purpose-driven leadership. Wishing you a happy Independence Day! #IndependenceDay #Leadership #VisionAndValues #ThomsonConsulting #FourthOfJuly

Summer is in full swing—a perfect time to ask: When did you last truly unplug to reflect on your firm's future? A productive pause isn't just a break; it's a strategy. Learn how stepping back can propel your leadership forward.🔗 cstu.io/ad65da #ProductivePause

What if “no” wasn’t rejection—but redirection? Here’s how embracing “no” can make you a stronger, more decisive leader. 🔗 cstu.io/9b539f #CPAleadership #GrowthMindset #IntersectionOfPerformanceAndCulture

Firm mergers, client transitions, and leadership decisions aren’t always easy—this podcast explores themes that many CPA firm leaders are navigating today. In this Journal of Accountancy episode, Jody Grunden, CPA, shares lessons from leading through a merger—and why losing

“Governance” might not be the flashiest word—but it’s a powerful one. The structures and decisions that define governance are evolving, and CPA firm leaders can’t afford to overlook them. Whether it’s succession, strategic growth, or partner alignment, how we govern shapes how

I look forward to being part of this! Please join us.

As private equity continues to disrupt the accounting profession, its impact remains unclear. INSIDE Public Accounting's latest survey shows that opinions are split, with 39% believing it's raising the competitive bar and 39% believing it's too soon to tell the impact. 23%

Does your company's culture, mission, and vision align? Accounting firm leadership often knows the firm's mission and vision, but they don't always articulate them consistently to the rest of the firm. This lack of consistency in the firm's culture leads to confusion. 🔗

Let’s talk about the shift in leadership trends. I've talked about Gen Z in the workplace and multi-generational teams, but what about the shift in leadership trends? In recent years, we have seen a shift toward younger leadership in firms—a noticeable difference from previous

I'm not a Swifty—but I am fascinated by Taylor Swift’s relentless pursuit of excellence. That mindset isn't limited to pop stars—it’s a leadership lesson. As leaders, how do we take good people and help them become exceptional? cstu.io/ff304d #Leadership

Happy National Intern Day! Today, we celebrate the future leaders of the accounting profession—our interns. Your curiosity, dedication, and fresh perspectives are vital to shaping the evolving landscape of our profession. To all the interns stepping into their potential: your

I had the pleasure of joining Sarah Johnson Dobek, President and Founder of Inovautus Consulting, and Eric Majchrzak, CEO/Principal for BeachFleischman, to discuss the benefits of integrating non-CPAs into leadership roles in public accounting. Listen to this powerful

Do you have a clear vision for your company's future, and is it well-communicated to your team? And I don't mean can they easily find it on your website. With the many disruptions within the profession, it is essential for leaders to communicate their vision to their team