Understanding what customer experience is – and how to create a positive one for the duration of all client relationships – can differentiate your firm, increase client loyalty, and grow your revenue too.

Just imagine what’s possible for your organization when you unlock the latent potential of your people and inspire them to reach new heights! We will explore how you can create new possibilities for your organization, the people in it and everyone you serve by creating a coaching culture.

Many firms know that digital and virtual can be important for their growth, but they aren’t always sure how to make a shift to have it play a bigger role in their growth.

Confronting racism begins by educating ourselves and talking about it, even when it is difficult and uncomfortable. Take one piece at a time, such as understanding how microaggressions show up daily for people of color, so you can develop a new way of thinking and interacting in our workplaces. and I think we have to start by talking about it - and not in temporary memes and social media posts or even inspiring messages from our leadership team. I believe we have authentically engage in conversations and look where I am responsible for racism, particularly with Blacks and African Americans.

Everyone understands that firms must move to advisory and consultative soon, but the question is how. In this podcast Sandra will answer the how, but also the what and the who!

Your firm’s Tech(nology) Stack is the foundation for providing business information to support your transformation towards advisory services. This podcast discusses how today’s integrated applications can deliver information in near real time to help clients make better decisions and streamline their businesses under your direction as their trusted advisor.

How will the unprecedented impact COVID-19 is having on the US economy affect mergers between accounting firms? What types of firms will become more attractive and are there any firms that are likely to find it hard to find a buyer? Is it GO or NO GO for most firms?

We know that key performance indicators (KPIs) drive performance and ensure clear expectations, but changes in the profession like the move to consulting and advisory, or the rise of remote work, require firms to re-examine their chosen metrics. Join us as Renee shares five recommendations for adjusting your KPIs to build the firm of the future.

Did the rush to get everyone working from home inadvertently expose your practice to hackers? This podcast discusses a slew of remote security recommendations that all firm personnel should be aware of.

We all want more clients, yet growing your firm can be a challenge even during the best of times. In this episode, Matt Solomon, CEO of the Center for Enlightened Business shares how to grow revenue during good times and bad.