Michael Wherry Archives - CPA Practice Advisor

Skip to main content

Read more

change-management11_11181237

Firm Management

Making Change Personal

The concept of personal preference is an integral part of everything we do with firms. Personal preferences have a negative impact on morale and overall process efficiency. They impact internal customer service, and we all know we can’t provide ...

lean-six-sigma1_11403837

Firm Management

A Quarterback and a Playbook: Your Firm’s Tools for Success

What are your firm’s two playbooks? Start by focusing on defining the goals of your current organization. Those goals probably include delivering outstanding client service by creating profit for your clients and yourself; the usual win/win.

lean-six-sigma1_11403837

Firm Management

Busy Season Opportunities

One of the challenges many CPA firms face today is trying to figure out how to handle digital disruption and find new, valuable ways to work with clients. Let’s break that sentence down into its two parts. First, digital disruption; what is it?

Firm Management

ALTER Your Path: 5 Steps to Becoming a Consultant

As we try to keep up in today’s fast-paced, disruptive world, we need to remember we are extremely valuable. We have a fundamental understanding of how business works. Yes, it ties back to debit and credits, but today we don’t need to worry so much ...

Creating A Company Culture 1 59a57c00541fb

I Bet My Culture is Better Than Yours!

The Culture of Lean? What is the first thing that comes to your mind after reading that? I am willing to bet a lot of money it isn’t what the rest of this piece is about.

change1_10723106

Firm Management

Creating Trust Through Change Management

Your firm is focused on improving your tax and/or audit process by leveraging Lean Six Sigma (LSS). LSS is a proven process improvement methodology used by many leading firms to improve their processes. Lean focuses on the speed of the process, Six ...