Three Views into Leadership for Today’s Multi-Generational Firm

Firms are facing big challenges in understanding and inspiring staffers in today’s accounting offices. How do you it?

Here are three views… from three leading figures in the profession.

1. Bill Pirollo: New Leadership Challenges at Today’s CPA Firms
With multiple generations working side by side in today’s accounting firm, new leadership strategies are required to management and motivate, according to Bill Pirollo of DiSanto Priest & Co., Warwick, R.I. Pirollo, says today’s generation is more team-oriented, and less individualistic than the generation of partners who built today’s firms. That only makes the challenge for today’s partners more difficult. He asks, in effect: How do you plan to sell your firm and retire, if you aren’t already grooming the right people to buy you out?

2. Donny Shimamoto: Leadership for the Multi-Generation Firm
Thirty-four-year-old Donny Shimamoto started his own firm, Intraprise Technologies LLC, when he was 26. Today, he is a veteran entrepreneurial CPA and widely-respected for his views on emerging technologies, as well as managing across generations. His first piece of advice for young CPAs: Listen. His advice for older CPAs: The same.

3. Mark Koziel: Sure Signs You’re in a Winning Firm
If you don’t feel the energy when you walk into a CPA firm for the first time, you’re probably in the wrong firm. As the AICPA’s director of specialized communities and PCPS/firm practice management, Mark Koziel feels the energy all the time. He visits some of the best firms in the nation to divine their secrets of success. Here, he tells you what he looks for.