July 2018

Achieving Job Satisfation: Learning to "Let Go"

CPA Leadership Institute

Source: CPA Trendlines, July 13, 2018 At one time or another in our work or personal lives, we’ve probably all been advised to “let it go.” And most of us know this may be easier said than done. In this article, Bill Reeb, a CPA and long-time…

Succession planning: Are you prepared to transition clients?

CPA Leadership Institute

Source: The Managing Partner Advisor, July, 2018 The following includes excerpts, reproduced with permission, from an article by Gary Adamson. A CPA firm succession survey reported that 78 percent of firms do not have client transition expectations…