
The Event That Taught Me I’d Been Selling The Wrong Thing
This is the Third Lesson in “My 21 Lessons in 21 Years” Series To celebrate 21 years in business, based on what I have learned

The Cash Crisis That Taught Me Nothing (The First Time)
The Meeting It was 2007. I was sitting across from my accountant—ironic, I know—listening to him explain that OmniPro was about to run out of

THE 2.5-WEEK PATHWAY TO PARTNER
The Partner Designate Role I Quit After 2.5 Weeks (And Why I Had No Idea What Came Next) A Mid-week Surprise. It was a Wednesday.

The Power of Progress
How do you feel when you have made clear visible measurable progress on something?I know what my unique abilities are. They lie in the areas

The Transformative Value of Financial Advisory
Accountants do great things. They produce accounts, help with compliance and file the tax returns. Bookkeepers do great things. They balance the books, produce timely financial information and

Confessions of a Serial Acquirer (and why many accounting firms are not attractive acquisitions)
I recently spoke to an accounting firm owner who has been on the acquisition trail for the last couple of years. Back in 2021, they