LEADERSHIP

Trisha Daho: What Firms Are Missing on Talent | MOVE Like This

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“They are requiring us to be the leaders that we deserved and didn’t get.”

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Trisha Daho joins Bonnie Buol Ruszczyk to talk about what’s really happening inside accounting firms when it comes to talent, leadership, and growth. Drawing on her experience as a former Big Four partner turned fractional chief people officer, Daho offers a clear-eyed view of where firms are getting it right, and where they’re falling short.

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At the core of the conversation is a simple but often overlooked point: the firms that are succeeding aren’t just focused on growth, they’re intentional about how they grow. That starts with having a defined talent strategy. Firms that prioritize development, align values with their people, and create consistent leadership experiences tend to see stronger retention, better performance, and more engaged teams. In contrast, firms that treat talent as secondary or assume people will simply “figure it out” often struggle to keep their best performers.  READ MORE →

Shirt Logos, Surveys and Bears, Oh My

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Marketing encompasses many things.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I like to wear shirts with my firm’s logo. We have an arrangement with Land’s End where we can order what we want from their catalog and have the Withum logo applied. It is a very easy process.

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When I had my own firm we let staff freely choose what they wanted from the Land’s End catalog, and we ordered it for them. It shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. READ MORE →

Sarah Petrone: Responsible Growth Starts with People | MOVE Like This

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“We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”

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 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what it truly means to build a firm where people want to stay for the long haul.

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With more than 20 years in human resources across eight industries, Petrone joined Clark Nuber after leading HR in a startup environment, intentionally seeking a stable yet innovative professional services firm. What she found was an organization that understands a fundamental truth of accounting: in professional services, people are the product. That reality shapes everything from growth strategy to succession planning. READ MORE →

What Happens Before Fieldwork Determines What Happens Under Pressure

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Why audit outcomes are set earlier than most teams think—and how to design for a cleaner execution

By William Englehaupt

By the time audit work is under pressure, most of the outcome has already been determined.

Deadlines tighten. Review queues build. Questions surface late. Client pressure magnifies. Teams respond the only way they can: by working longer, moving faster, and relying on experience to close the gap. It feels like execution is the problem. In reality, execution is where earlier decisions show up.

MORE Audit & Assurance

Across audits, the same pattern repeats. Work that seemed straightforward becomes iterative. Review expands from validation to correction. Issues that could have been resolved early surface when time is limited, and options are fewer.

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Three Metrics for Measuring Staff

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They must work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

If you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time.

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There are three things you can specifically monitor when it comes to the effectiveness of your team. Here’s how we do it at Summit CPA Group. Maybe these ideas will work for you too.
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