By Tamera Loerzel
Bridging the Gap
Firm culture is a term that is frequently used and often taken for granted. Assuming that your culture matches the firm’s stated goals isn’t wise, nor is considering the culture to be static and unchanging.
MORE: A Call for Change: An Open Letter to Each Generation
Exclusively for PRO Members. Log in here or upgrade to PRO today.
To create and maintain a firm culture that delivers positive results and brings team members together to work toward a common cause, you must take action to ensure that the many elements contributing to an engaging, positive firm culture are all working to create concrete manifestations of the culture you desire to see.
Get the Key to Unlock Premium Content Reserved Exclusively for PRO Members.
Go PRO Today: Choose one of these great offers
Monthly Plan, $24.97
Save $5/month (17%)!
7-day, no-risk free trial
then billed to your credit card monthly.
Regular monthly rate: $29.97
Yearly Plan, $249.95
Save $110/year (30%)!
7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95
Best for occasional use.
Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99
About the Author
Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success.
She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession
She is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching. Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes.
In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO. Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications.
Tamera is committed to giving back to the accounting profession through volunteerism and is a founding member of The CPA Consultants’ Alliance. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has served as Chair for Information Technology Alliance (ITA) Fall Collaboratives.
Click here for more by Tamera Loerzel