OUTLOOK & ANALYSIS

How Empowerment Boosts Your Firm and Team

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smiling woman standing at end of table, speaking with three seated colleagues

Bonus: Turn your clients into loyal fans.

By Alan Anderson, CPA
Transforming Audit for the Future

“If you’re afraid to fail, then you’re probably going to fail.” – Kobe Bryant

I do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. Frequently what I initially see is that everything is green for weeks on end, but still no nearer completion.

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My instinct tells me that those projects that were green four weeks ago really weren’t green then. But out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. It takes about three to four weeks before people start being sincere about the job status.
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New Attitudes Spell New Opportunities in Estate Planning

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Is the American postmortem dream dead or just drifting?

By CPA Trendlines Research

In an unsettling shift, the old American dream of hard work leading to opportunity and financial advancement is fading into history.

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Sixty percent of Americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to Trust & Will, an online estate planning firm.
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