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 […]
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 […]