Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.

Accountants can't afford to sit still, either; they need to be constantly changing.

Playing it safe is too risky in today’s complicated world.

If you’re like most Americans, this is a short work week as thoughts shift to barbecues, fireworks and time spent outdoors with friends and families.

Use idea filters for a big impact.

As trusted advisors, we spend so much of our day thinking about how we’re going to deliver answers. Instead, we should be spending a lot more time asking intelligent questions.

Too much of the way accountants run their practices is driven by subconscious habit.

Extend tax season for half a day to debrief. You will be so glad you did.

Only after you have empirical validation that something new could work should you make major changes at your firm.

You’re not an accountant; you’re a luxury service provider.