Transitioning responsibility responsibly

As generations succeed each other at accounting firms, they need to do a better job of handing off work, clients, knowledge and more, and ConvergenceCoaching partner Tamera Loerzel has valuable advice on making sure nothing gets lost.

Loerzel podcast screen May 2019
Retro microphone with an 'On the Air' illuminated sign on a desk, vignetted background.

As generations succeed each other at accounting firms, they need to do a better job of handing off work, clients, knowledge and more, and ConvergenceCoaching partner Tamera Loerzel has valuable advice on making sure nothing gets lost.