Leveraging the Power of Automation for CPA Firms with Jessa Barnes

When you think of the most dynamic firms, what governance best practices do they generally have in common? How do firms find the right balance and how do they understand the opportunities and challenges their chosen intersection present? I sat down with Allan Koltin to pick his brain on what he’s seeing and how he works with firms on this very topic.

What does culture really mean, and how does it intersect and influence with performance at your organization? How do you build a culture you can be proud of, and how do you maintain it? These questions and more are covered in my latest video with guest Dave Sparkman, former SVP of Culture at United Health. Give it a listen and share your thoughts in the comments below. We would love to hear how your culture influences your organization.

Growth needs discipline. Accountants are all about service delivery and do a good job at it, but when it comes to growth, it’s an afterthought “when there’s time.” Professionals need to connect the two to see true results. I chatted with Gale Crosley to learn how to go deeper to make growth processes part of your daily strategy.