Proactive Burnout Prevention for Leaders and Teams
How we lead—how we communicate, model balance, and recognize our teams’ efforts—determines whether our people simply push through or actually thrive.
Leadership Under Pressure: Preparing Your Team for Peak Season Success
Discover strategies for thriving during peak season with actionable tips on communication, prioritization, and team morale. Lead your accounting firm with intention and resilience.
2025 Leadership Roadmap: A Year of Intentional Growth
Discover the 2025 Leadership Roadmap, a quarterly guide designed to help accounting leaders prioritize key actions, align goals, and foster team development. Download now to lead with clarity and purpose in the year ahead.
Kickstarting 2025 with a Strong Leadership Mindset
Discover actionable strategies for Kickstarting 2025 with a Strong Leadership Mindset. Learn how to transition from reflection to proactive leadership, set purposeful goals, and lead your firm through a year of intentional growth and meaningful progress.
Year-End Review: Reflecting on 2024 and Setting Intentions for 2025
Let’s reflect on 2024’s accomplishments and challenges while setting intentional goals for 2025. Explore key insights and actionable steps to drive growth, leadership, and success in the year ahead.
Transitioning Managing Partners
Discover how to navigate leadership transitions seamlessly with Upstream Academy’s article and whitepaper, “Transitioning Managing Partners: Guiding Your Firm Through Leadership Change.” Learn strategies for strong governance, leadership development, and proactive succession planning to prepare your firm for future success.
Running a Firm Like a Business: Building the Future of Your Firm
Explore how accounting firms can transition from traditional partnership models to a business-driven approach, focusing on leadership, growth, efficiency, and innovation. Learn actionable strategies to build a future-ready firm with our comprehensive guide.
Getting the Most Out of Partner Retreats
Each year, managing partners and executive committees spend considerable time scheduling and planning the firm’s annual partner retreat. Most firm leaders see this event as an important tool to connect partners and address important issues, but few partners get excited about the prospect of spending two days in meetings where they do what they’ve always […]
Admitting Income Partners
Strong growth, retention challenges, and the changing face of accounting firm hires have led to increased discussion around the potential role of income partners in a firm. Let’s candidly discuss the benefits, potential pitfalls, and best practices when adding income partners to your firm’s structure.
Thoughts on Firm Goverance
As we work with CPA firms around the country, it’s clear that managing partner performance and keeping everyone headed in a unified direction has become an increasingly difficult task. During the exceptionally good times of the late 1980s until 2007, firms seemed able to succeed in spite of themselves. Work appeared to be limitless and firm profits and partner income were at all‐time highs. The biggest struggle was hiring and keeping sufficiently staffed to handle the work demand.