How to Adopt an Advisory Mindset
The accounting profession is changing, and firms that want to stay ahead must transition from compliance-focused services to true advisory roles. Adopting an advisory mindset means going beyond great client service—it’s about providing proactive insights, strategic guidance, and partnering with clients for future success. This paper explores practical steps firms can take to evolve and […]
Partner Goal Setting in Accounting Firms
Partner goal setting is more than a checklist—it’s a strategic foundation that drives firm-wide growth and high performance. At Upstream Academy, we’ve spent decades helping accounting firms master the art of goal setting to elevate partner engagement, accountability, and overall firm success.
This article offers a deep dive into how effective partner goal setting can transform your firm. Learn how to align partner objectives with strategic initiatives, foster a culture of accountability, and position your firm as a leader in an evolving industry.