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Opportunity – Recognizing and Embracing the Past
Recently, I was interviewed on Executive Leaders Radio, a popular Philadelphia-based program spotlighting C-Suite executives, aired locally and also accessed online. In the pre-meeting leading up to...
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Using “Go Language”– Reaching Beyond Our Comfort Zones in Business
Recently, I had the pleasure of hearing Tom Flick speak for the second time in three months. We had the privilege of having him as a presenter at our annual partners retreat held in October, and he...
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Build It with Great Over-the-Top Service
I am always reminded this time of year that our most precious and valuable asset is our client relationships. Without clients, we don’t have the revenue and cash to pay our bills and support the 450+...
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Celebrate Success
As we enter March and all the St Patrick’s Day celebrations starting as early as this weekend, I can’t help but be reminded about how important it is to celebrate as individuals and as companies....
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Business – An Everyday Competition
I am reminded by the NCAA Tournament that one of the best things I enjoy about being in business is the competition. Every day we compete for staff and clients and on a grander scale, we are...
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Luck Comes When Preparation Meets Opportunity
We were all excited this week with the Mega Millions jack pot of $640 million. Wherever I went, everyone was abuzz with the hopes of instant wealth. I do have to admit that I bought a ticket despite...
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Strategic Partnerships
In the current market place, it is important to expand our suite of service offerings in order to become more valuable to our clients, providing them with the depth they require from their accounting...
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China Opportunities
I was very fortunate to spend the last week in China. I was with a group representing the leadership of top 75 accounting firms here in the US. We spent four days meeting with government officials and...
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Problems or Opportunities: Which Do You See?
“There are two kinds of people. Those who see opportunity and see problems, and those who see problems and see opportunity.” -Winston Churchill With a continuous stream of mixed economic news and...
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A Lesson in Great Leadership
You need only to follow what is going on in Washington to witness first-hand how ineffective poor leadership can be. With a lack of strong leadership in both parties, the results are continuous...
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Team Management
I have been watching pretty intently the news accounts of the basketball coach at Rutgers and his conduct that lead not only to his firing, but also to the resignation of the athletic director. I have...
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Effective Communication – The Essence of a Successful Professional
I have had younger staff member ask me, “What can I do to help me be successful”? Aside from having the technical knowledge needed to do our jobs, the essence of a successful professional is effective...
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Curiosity Keeps Leading Us Down New Paths – A Factor of Success
Walt Disney once said: “Around here, however, we don’t look backwards for very long. We keep moving forward, opening up new doors and doing new things, because we’re curious… and curiosity keeps...
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Meaningful Evaluations
With tax season behind us and most everyone having taken some time to recuperate, we now shift our focus and attention to completing “upward” and “downward” evaluations. I cannot express enough how...
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Responsiveness – A Rule of Thumb
A common complaint about professional service providers is that they don’t return their client phone calls or respond to e-mails in a timely manner. A successful accountant-client relationship is...
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Are You the Winner or the Loser?
The Partner-in-Charge of our NYC office, Mike Stallone, sends out a regular “inspirational quotes” email to his office staff. I thought this one was exceptionally good and wanted to share it with...
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Live Life Passionately
I trust everyone had a wonderful Mother’s Day by relaxing, enjoying the great weather and showing appreciation for your mother. For our women friends of the firm that are mothers I trust your children...
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The Top 10 Reasons Clients Leave a Professional Service Firm
Now that busy season has been wrapped up and as we head into the summer, we are reminded that our clients are the core reason why we are a thriving professional services firm. They need and require...
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Summer Reading List
As part of my own professional development, I enjoy reading books on leadership topics. They have often served as inspiration for many ideas and initiatives which are currently established here at the...
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Texting (and Emailing) and Driving
This morning, I’m going to do my part in helping save lives by sharing my own “Public Service Announcement” covering texting and driving. Here’s why you shouldn’t do it: a) It is extremely...
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