Delighting Clients in Busy Season

What do accountants talk about when they talk about…? When CPA Trendlines asks practicing accountants how they “delight” clients during busy season, one word pops up more than any other: “personal.” Clearly, clients respond to “financial” “planning” “service” with “questions” … Continued

Trust: The Foundation of Firm Culture

Four ingredients essential to team building. by Jason M. Blumer, CPA, CFE THRIVEal+CPA Network Building culture used to be an esoteric activity the dot-com companies, marketing agencies and cool startups thought about.  But building culture is just as important for … Continued

Top 10 Fatal Flaws for CPA Leaders

If you think you’re immune, think again. The Harvard Business Review has listed the top 10 fatal flaws that derail business leaders. While some may seem obvious, the study revealed something else about ineffective leaders that may surprise you: The … Continued